+352.8%
APH vs LNG
+218.5%
+134.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.5% | +4.2% | -0.4% |
| 7D | +0.2% | -6.2% | +6.4% | +1.2% |
| 30D | -3.3% | +8.0% | -11.3% | -4.6% |
| 3M | +14.0% | +16.9% | -2.9% | +10.9% |
| 6M | +24.4% | +8.7% | +15.8% | +21.7% |
| YTD | +21.4% | +43.0% | -21.6% | +11.5% |
| 1Y | +48.9% | +19.4% | +29.5% | +42.4% |
| 3Y | +290.1% | +74.7% | +215.4% | +242.8% |
| 5Y | +352.8% | +222.4% | +130.4% | +250.9% |
| All | +352.8% | +218.5% | +134.3% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling