+306.4%
APH vs LBRT
+13.8%
+292.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.3% |
| 7D | -5.0% | -15.7% | +10.6% | -2.1% |
| 30D | -8.4% | -34.3% | +25.9% | -1.5% |
| 3M | -4.5% | -40.6% | +36.1% | +4.3% |
| 6M | +25.3% | -62.0% | +87.3% | +45.8% |
| YTD | +18.9% | -31.6% | +50.5% | +24.1% |
| 1Y | +11.9% | -25.8% | +37.7% | +15.1% |
| 3Y | +278.0% | -30.4% | +308.3% | +280.5% |
| 5Y | +306.4% | +18.7% | +287.8% | +276.3% |
| All | +306.4% | +13.8% | +292.6% | +276.3% |
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