-13.1%
AON vs LBRT
+100.7%
-113.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.1% |
| 7D | -9.1% | +8.3% | -17.3% | -8.6% |
| 30D | -10.2% | +6.1% | -16.4% | -9.8% |
| 3M | +0.5% | -34.8% | +35.3% | -0.4% |
| 6M | -4.8% | -24.8% | +20.0% | -5.5% |
| YTD | -8.0% | +12.2% | -20.2% | -8.4% |
| 1Y | -13.1% | +94.0% | -107.1% | -14.8% |
| All | -13.1% | +100.7% | -113.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LBRT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling