+1,004.3%
ATI vs LBRT
+25.3%
+979.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +13.0% | +13.8% | -0.9% | +9.6% |
| 30D | +0.2% | -32.4% | +32.6% | +9.0% |
| 3M | -17.5% | -39.9% | +22.4% | -7.9% |
| 6M | +18.1% | -60.8% | +78.9% | +43.7% |
| YTD | +65.7% | -29.3% | +95.0% | +69.2% |
| 1Y | +91.9% | -18.9% | +110.8% | +88.3% |
| 3Y | +335.2% | -28.0% | +363.2% | +316.2% |
| 5Y | +1,004.3% | +26.6% | +977.7% | +788.6% |
| All | +1,004.3% | +25.3% | +979.0% | +788.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling