+314.3%
ATI vs LBRT
-38.0%
+352.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.4% | -0.9% | +3.2% |
| 7D | +6.2% | -29.1% | +35.3% | +13.8% |
| 30D | -7.1% | -38.4% | +31.3% | +2.7% |
| 3M | -21.3% | -40.1% | +18.7% | -12.7% |
| 6M | +6.5% | -62.9% | +69.4% | +29.8% |
| YTD | +53.2% | -34.5% | +87.7% | +56.8% |
| 1Y | +82.7% | -30.2% | +112.9% | +82.9% |
| 3Y | +314.3% | -37.5% | +351.8% | +313.5% |
| All | +314.3% | -38.0% | +352.3% | +313.5% |
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