+942.0%
APA vs LNT
+3,453.4%
-2,511.3%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.4% |
| 7D | +5.1% | -0.2% | +5.3% | +5.1% |
| 30D | +0.3% | +11.6% | -11.3% | -4.8% |
| 3M | +15.6% | +8.2% | +7.5% | +11.2% |
| 6M | +28.9% | +3.1% | +25.8% | +26.0% |
| YTD | +96.6% | +16.8% | +79.8% | +81.3% |
| 1Y | +95.5% | +11.6% | +83.9% | +84.0% |
| 3Y | +41.8% | +67.4% | -25.6% | +9.5% |
| 5Y | +85.4% | +56.8% | +28.7% | +44.4% |
| 10Y | +4.5% | +185.0% | -180.5% | -40.1% |
| All | +942.0% | +3,453.4% | -2,511.3% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling