+35.4%
AVTR vs LBRT
-27.7%
+63.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -2.3% |
| 7D | -0.1% | -15.7% | +15.5% | -1.2% |
| 30D | -0.6% | -34.3% | +33.6% | -3.4% |
| 3M | +13.4% | -40.6% | +54.0% | +9.4% |
| 6M | +87.4% | -62.0% | +149.4% | +79.7% |
| YTD | +35.9% | -31.6% | +67.5% | +24.1% |
| 1Y | +35.4% | -25.8% | +61.2% | +26.6% |
| All | +35.4% | -27.7% | +63.1% | +26.6% |
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 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