+26.1%
APD vs LNT
+35.5%
-9.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.6% |
| 7D | -2.5% | +1.0% | -3.5% | -2.9% |
| 30D | -1.9% | -1.1% | -0.8% | -1.5% |
| 3M | +8.2% | -3.6% | +11.8% | +9.6% |
| 6M | +10.7% | -2.7% | +13.4% | +11.5% |
| YTD | +22.9% | +8.0% | +14.9% | +17.9% |
| 1Y | +5.8% | +10.5% | -4.7% | +0.3% |
| 3Y | +7.8% | +49.6% | -41.8% | -11.9% |
| 5Y | +26.1% | +32.2% | -6.1% | +6.2% |
| All | +26.1% | +35.5% | -9.4% | +6.2% |
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