+285.2%
APH vs LNT
+55.9%
+229.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.8% |
| 7D | +4.9% | +1.0% | +3.8% | +4.7% |
| 30D | -5.4% | +9.6% | -15.0% | -7.0% |
| 3M | -5.5% | +5.4% | -10.9% | -6.4% |
| 6M | +25.9% | +3.1% | +22.8% | +24.6% |
| YTD | +16.4% | +16.5% | -0.1% | +11.6% |
| 1Y | +16.5% | +12.3% | +4.2% | +12.7% |
| 3Y | +270.9% | +70.3% | +200.5% | +207.5% |
| All | +285.2% | +55.9% | +229.3% | +226.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling