+35.1%
AVTR vs LBRT
-25.0%
+60.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -11.2% | +11.6% | -0.4% |
| 7D | -6.2% | -25.3% | +19.1% | -8.1% |
| 30D | -1.0% | -32.9% | +31.9% | -3.7% |
| 3M | +14.4% | -33.3% | +47.7% | +11.3% |
| 6M | +95.9% | -61.0% | +156.8% | +88.4% |
| YTD | +36.6% | -28.0% | +64.6% | +25.3% |
| 1Y | +35.1% | -21.5% | +56.6% | +27.4% |
| All | +35.1% | -25.0% | +60.2% | +27.4% |
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