-5.9%
APO vs LBRT
-23.4%
+17.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | 0.0% |
| 7D | +0.2% | -1.9% | +2.1% | +0.1% |
| 30D | +3.1% | -32.0% | +35.2% | +4.5% |
| 3M | -12.0% | -39.7% | +27.7% | -10.3% |
| 6M | -5.0% | -61.1% | +56.1% | -0.6% |
| YTD | -14.0% | -29.4% | +15.4% | -18.4% |
| 1Y | -5.9% | -24.5% | +18.5% | -12.7% |
| All | -5.9% | -23.4% | +17.5% | -12.7% |
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