+97.9%
APA vs LNT
+8.3%
+89.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | +0.8% | -1.1% | +1.9% | +0.7% |
| 30D | +9.6% | -1.9% | +11.6% | +9.5% |
| 3M | +18.0% | -7.2% | +25.2% | +18.3% |
| 6M | +41.9% | -3.9% | +45.8% | +41.3% |
| YTD | +86.3% | +5.9% | +80.4% | +77.4% |
| 1Y | +97.9% | +8.4% | +89.5% | +90.6% |
| All | +97.9% | +8.3% | +89.5% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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