+291.1%
APH vs LNG
+86.5%
+204.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +5.0% | +3.4% | +1.5% | +4.6% |
| 30D | -3.9% | +14.9% | -18.7% | -5.4% |
| 3M | +13.0% | +21.4% | -8.4% | +10.3% |
| 6M | +25.2% | +17.8% | +7.3% | +21.5% |
| YTD | +22.9% | +51.3% | -28.3% | +11.4% |
| 1Y | +47.8% | +24.4% | +23.4% | +41.6% |
| All | +291.1% | +86.5% | +204.6% | +241.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling