-60.3%
AVTR vs LBRT
+6.0%
-66.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.4% | -3.2% | +1.7% |
| 7D | -3.6% | -29.1% | +25.5% | -0.7% |
| 30D | +0.8% | -38.4% | +39.2% | +5.0% |
| 3M | +17.4% | -40.1% | +57.4% | +22.3% |
| 6M | +83.5% | -62.9% | +146.4% | +99.9% |
| YTD | +35.0% | -34.5% | +69.5% | +35.2% |
| 1Y | +36.7% | -30.2% | +66.9% | +35.4% |
| 3Y | -15.3% | -37.5% | +22.1% | -19.6% |
| All | -60.3% | +6.0% | -66.3% | -63.5% |
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 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