+355.9%
APH vs LBRT
+115.1%
+240.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.6% |
| 7D | +5.0% | +8.7% | -3.8% | +3.5% |
| 30D | -3.9% | +6.6% | -10.5% | -4.9% |
| 3M | +13.0% | -34.5% | +47.4% | +20.0% |
| 6M | +25.2% | -24.5% | +49.6% | +28.6% |
| YTD | +22.9% | +12.7% | +10.2% | +18.0% |
| 1Y | +47.8% | +94.8% | -47.0% | +28.7% |
| 3Y | +283.0% | +31.9% | +251.2% | +247.0% |
| All | +355.9% | +115.1% | +240.8% | +280.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling