+61,451.9%
APH vs LNT
+2,233.6%
+59,218.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | 0.0% | -47.8% | -47.8% |
| 7D | -48.7% | -0.4% | -48.4% | -48.6% |
| 30D | -51.9% | -3.2% | -48.8% | -51.3% |
| 3M | -43.6% | -4.1% | -39.5% | -42.9% |
| 6M | -37.5% | -4.6% | -33.0% | -36.8% |
| YTD | -38.6% | +7.0% | -45.6% | -40.8% |
| 1Y | -26.3% | +8.3% | -34.6% | -29.4% |
| 3Y | +89.2% | +51.0% | +38.2% | +54.9% |
| 5Y | +119.8% | +30.2% | +89.6% | +89.3% |
| 10Y | +454.3% | +143.6% | +310.7% | +257.3% |
| All | +61,451.9% | +2,233.6% | +59,218.3% | +18,294.0% |
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 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