+6,246.9%
APD vs LNT
+3,453.4%
+2,793.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | -1.2% | -0.2% | -1.0% | -1.1% |
| 30D | +11.0% | +11.6% | -0.6% | +5.7% |
| 3M | +2.6% | +8.2% | -5.6% | -1.1% |
| 6M | +4.8% | +3.1% | +1.7% | +2.9% |
| YTD | +31.0% | +16.8% | +14.2% | +21.3% |
| 1Y | +23.4% | +11.6% | +11.8% | +16.6% |
| 3Y | +28.4% | +67.4% | -39.0% | +0.1% |
| 5Y | +15.2% | +56.8% | -41.6% | -8.5% |
| 10Y | +190.7% | +185.0% | +5.7% | +74.9% |
| All | +6,246.9% | +3,453.4% | +2,793.5% | +1,397.3% |
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 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