+47.1%
APO vs LBRT
-38.0%
+85.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -1.4% |
| 7D | +0.8% | -29.1% | +29.9% | +6.8% |
| 30D | +1.0% | -38.4% | +39.4% | +9.9% |
| 3M | -8.4% | -40.1% | +31.7% | -0.2% |
| 6M | -9.1% | -62.9% | +53.8% | +8.8% |
| YTD | -18.3% | -34.5% | +16.2% | -17.4% |
| 1Y | -8.0% | -30.2% | +22.2% | -9.0% |
| 3Y | +47.1% | -37.5% | +84.5% | +43.1% |
| All | +47.1% | -38.0% | +85.0% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling