+76,070.3%
APH vs LNG
+1,117.3%
+74,953.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.1% |
| 7D | -5.9% | -15.9% | +9.9% | -5.2% |
| 30D | -14.8% | +2.1% | -16.9% | -14.9% |
| 3M | -12.4% | +4.8% | -17.2% | -12.7% |
| 6M | +8.1% | +6.8% | +1.3% | +7.6% |
| YTD | +10.9% | +44.0% | -33.1% | +8.7% |
| 1Y | +8.8% | +34.9% | -26.2% | +6.9% |
| 3Y | +262.1% | +67.3% | +194.8% | +251.9% |
| 5Y | +283.1% | +170.1% | +113.0% | +263.0% |
| 10Y | +908.1% | +693.0% | +215.1% | +805.9% |
| All | +76,070.3% | +1,117.3% | +74,953.0% | +56,584.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling