+338.3%
APO vs LBRT
-22.5%
+360.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.4% | -5.8% | -1.5% |
| 7D | +0.8% | -29.1% | +29.9% | +7.3% |
| 30D | +1.0% | -38.4% | +39.4% | +10.5% |
| 3M | -8.4% | -40.1% | +31.7% | +0.3% |
| 6M | -9.1% | -62.9% | +53.8% | +8.6% |
| YTD | -18.3% | -34.5% | +16.2% | -15.1% |
| 1Y | -8.0% | -30.2% | +22.2% | -6.0% |
| 3Y | +47.1% | -37.5% | +84.5% | +46.9% |
| 5Y | +67.2% | +7.6% | +59.6% | +43.3% |
| All | +338.3% | -22.5% | +360.7% | +200.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling