+129,097.8%
APH vs LNT
+2,441.3%
+126,656.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.1% | +7.1% | +7.8% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | -7.5% | +12.4% | -19.9% | -11.9% |
| 3M | -4.4% | +6.7% | -11.1% | -7.2% |
| 6M | +26.5% | +3.9% | +22.5% | +23.3% |
| YTD | +20.0% | +16.5% | +3.5% | +11.7% |
| 1Y | +16.9% | +12.5% | +4.4% | +10.1% |
| 3Y | +288.5% | +66.9% | +221.6% | +204.9% |
| 5Y | +310.3% | +56.1% | +254.2% | +227.4% |
| 10Y | +951.3% | +173.2% | +778.1% | +546.3% |
| All | +129,097.8% | +2,441.3% | +126,656.5% | +37,106.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling