+5,927.3%
APD vs LNT
+3,155.8%
+2,771.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -0.9% |
| 7D | -2.2% | -0.1% | -2.1% | -2.2% |
| 30D | +2.1% | -3.2% | +5.3% | +3.5% |
| 3M | +7.2% | -4.1% | +11.2% | +8.9% |
| 6M | +11.2% | -4.6% | +15.8% | +13.1% |
| YTD | +24.4% | +7.0% | +17.4% | +19.9% |
| 1Y | +6.7% | +8.3% | -1.6% | +2.2% |
| 3Y | +9.2% | +51.0% | -41.8% | -10.8% |
| 5Y | +27.4% | +30.2% | -2.8% | +9.9% |
| 10Y | +164.8% | +143.6% | +21.2% | +70.5% |
| All | +5,927.3% | +3,155.8% | +2,771.5% | +1,380.1% |
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