+16.5%
APH vs LNG
+45.6%
-29.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.8% |
| 7D | +4.9% | +11.3% | -6.5% | +6.0% |
| 30D | -5.4% | +10.6% | -16.0% | -3.7% |
| 3M | -5.5% | +16.1% | -21.6% | -2.3% |
| 6M | +25.9% | +29.6% | -3.6% | +35.3% |
| YTD | +16.4% | +60.3% | -44.0% | +28.0% |
| 1Y | +16.5% | +46.1% | -29.6% | +28.3% |
| All | +16.5% | +45.6% | -29.2% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LNG.
Daily Out/Under-Performance
Portfolio return minus LNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNG 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 1y: compounded portfolio wealth divided by compounded LNG 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…
1y analysis · Full analysis span regression · 6 months rolling