+88.8%
APA vs LBRT
+100.7%
-11.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.4% |
| 7D | +0.5% | +8.3% | -7.7% | -0.8% |
| 30D | +23.4% | +6.1% | +17.3% | +22.0% |
| 3M | +12.7% | -34.8% | +47.5% | +20.4% |
| 6M | +39.4% | -24.8% | +64.2% | +45.9% |
| YTD | +79.0% | +12.2% | +66.7% | +77.2% |
| 1Y | +88.8% | +94.0% | -5.2% | +65.2% |
| All | +88.8% | +100.7% | -11.9% | +65.2% |
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