+137.9%
APO vs LBRT
+115.1%
+22.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | -1.0% | +8.7% | -9.7% | -2.9% |
| 30D | +3.5% | +6.6% | -3.1% | +1.7% |
| 3M | +4.5% | -34.5% | +39.0% | +13.3% |
| 6M | +22.8% | -24.5% | +47.3% | +27.4% |
| YTD | -6.5% | +12.7% | -19.2% | -13.1% |
| 1Y | +0.8% | +94.8% | -94.0% | -21.2% |
| 3Y | +62.0% | +31.9% | +30.1% | +35.4% |
| All | +137.9% | +115.1% | +22.8% | +72.9% |
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