+622.9%
ATI vs LBRT
+33.5%
+589.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.5% | +1.5% | +2.6% |
| 7D | -0.1% | +8.7% | -8.8% | -2.5% |
| 30D | +2.7% | +6.6% | -3.9% | +0.7% |
| 3M | +16.3% | -34.5% | +50.8% | +28.9% |
| 6M | +30.2% | -24.5% | +54.7% | +36.1% |
| YTD | +83.6% | +12.7% | +70.8% | +68.6% |
| 1Y | +173.0% | +94.8% | +78.2% | +107.4% |
| 3Y | +356.6% | +31.9% | +324.8% | +270.7% |
| 5Y | +1,074.2% | +111.8% | +962.4% | +659.9% |
| All | +622.9% | +33.5% | +589.4% | +293.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling