+86.3%
ATI vs LBRT
-27.7%
+114.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.3% | -0.7% |
| 7D | +1.3% | -15.7% | +17.0% | +2.9% |
| 30D | -4.8% | -34.3% | +29.5% | -1.2% |
| 3M | -19.9% | -40.6% | +20.7% | -16.2% |
| 6M | +15.4% | -62.0% | +77.4% | +21.4% |
| YTD | +59.2% | -31.6% | +90.8% | +52.5% |
| 1Y | +86.3% | -25.8% | +112.1% | +77.4% |
| All | +86.3% | -27.7% | +114.0% | +77.4% |
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 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