+36.7%
AVTR vs LBRT
-31.1%
+67.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.4% | -3.2% | +2.4% |
| 7D | -3.6% | -29.1% | +25.5% | -5.6% |
| 30D | +0.8% | -38.4% | +39.2% | -2.4% |
| 3M | +17.4% | -40.1% | +57.4% | +13.5% |
| 6M | +83.5% | -62.9% | +146.4% | +75.5% |
| YTD | +35.0% | -34.5% | +69.5% | +23.4% |
| 1Y | +36.7% | -30.2% | +66.9% | +28.1% |
| All | +36.7% | -31.1% | +67.8% | +28.1% |
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