+14.1%
APD vs LBRT
-41.2%
+55.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -13.7% | +10.7% | -1.8% |
| 7D | -0.7% | -34.8% | +34.1% | +2.7% |
| 30D | +10.1% | -43.6% | +53.7% | +15.3% |
| 3M | +4.9% | -41.2% | +46.1% | +9.1% |
| 6M | +2.5% | -66.1% | +68.5% | +12.2% |
| YTD | +27.8% | -37.9% | +65.6% | +29.1% |
| 1Y | +32.9% | -33.9% | +66.8% | +32.9% |
| All | +14.1% | -41.2% | +55.3% | +9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling