+48.4%
ARES vs LBRT
+26.0%
+22.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.4% | -1.2% |
| 7D | -1.7% | +8.7% | -10.4% | -3.2% |
| 30D | +0.3% | +6.6% | -6.3% | -1.2% |
| 3M | +8.5% | -34.5% | +42.9% | +16.9% |
| 6M | +23.5% | -24.5% | +48.0% | +27.4% |
| YTD | -11.2% | +12.7% | -23.9% | -18.1% |
| 1Y | -19.3% | +94.8% | -114.1% | -37.7% |
| All | +48.4% | +26.0% | +22.5% | +29.5% |
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