-4.4%
APO vs LBRT
-25.0%
+20.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -11.2% | +19.3% | +8.3% |
| 7D | +8.2% | -25.3% | +33.5% | +9.2% |
| 30D | +6.4% | -32.9% | +39.3% | +8.2% |
| 3M | -7.4% | -33.3% | +25.9% | -6.0% |
| 6M | -4.2% | -61.0% | +56.8% | +0.5% |
| YTD | -14.1% | -28.0% | +13.9% | -18.6% |
| 1Y | -4.4% | -21.5% | +17.1% | -11.3% |
| All | -4.4% | -25.0% | +20.6% | -11.3% |
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 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