-55.4%
APP vs LBRT
-25.0%
-30.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -11.2% | +21.9% | +10.5% |
| 7D | +4.5% | -25.3% | +29.9% | +4.6% |
| 30D | -3.6% | -32.9% | +29.2% | -3.4% |
| 3M | -35.3% | -33.3% | -1.9% | -35.3% |
| 6M | -42.8% | -61.0% | +18.2% | -39.7% |
| YTD | -59.7% | -28.0% | -31.7% | -67.3% |
| 1Y | -55.4% | -21.5% | -33.9% | -65.1% |
| All | -55.4% | -25.0% | -30.3% | -65.1% |
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 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