+166.1%
APA vs LNT
+35.5%
+130.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | -1.7% | +1.0% | -2.7% | -1.9% |
| 30D | +15.7% | -1.1% | +16.8% | +16.0% |
| 3M | +16.5% | -3.6% | +20.0% | +17.3% |
| 6M | +35.1% | -2.7% | +37.8% | +35.4% |
| YTD | +82.2% | +8.0% | +74.2% | +77.3% |
| 1Y | +102.5% | +10.5% | +92.0% | +95.7% |
| 3Y | +10.3% | +49.6% | -39.3% | -1.8% |
| 5Y | +166.1% | +32.2% | +133.9% | +141.3% |
| All | +166.1% | +35.5% | +130.7% | +141.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling