+401.8%
APO vs LBRT
+33.5%
+368.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | -1.0% | +8.3% | -9.3% | -2.7% |
| 30D | +3.5% | +6.1% | -2.7% | +1.9% |
| 3M | +4.5% | -34.8% | +39.3% | +12.7% |
| 6M | +22.8% | -24.8% | +47.6% | +27.3% |
| YTD | -6.5% | +12.2% | -18.7% | -12.0% |
| 1Y | +0.8% | +94.0% | -93.2% | -17.8% |
| 3Y | +62.0% | +31.3% | +30.7% | +40.0% |
| 5Y | +138.2% | +111.8% | +26.4% | +78.8% |
| All | +401.8% | +33.5% | +368.3% | +211.4% |
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