+689.8%
APH vs LBRT
+33.5%
+656.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | +5.0% | +8.7% | -3.8% | +3.6% |
| 30D | -3.9% | +6.6% | -10.5% | -4.9% |
| 3M | +13.0% | -34.5% | +47.4% | +19.5% |
| 6M | +25.2% | -24.5% | +49.6% | +28.6% |
| YTD | +22.9% | +12.7% | +10.2% | +18.6% |
| 1Y | +47.8% | +94.8% | -47.0% | +29.9% |
| 3Y | +283.0% | +31.9% | +251.2% | +248.0% |
| 5Y | +349.7% | +111.8% | +237.8% | +267.2% |
| All | +689.8% | +33.5% | +656.3% | +466.9% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling