+916.7%
APO vs LNG
+562.2%
+354.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -3.5% | -4.7% | +1.2% | -1.9% |
| 30D | -6.6% | +3.8% | -10.4% | -8.0% |
| 3M | -3.3% | +16.2% | -19.4% | -9.2% |
| 6M | +22.6% | +11.7% | +10.9% | +15.6% |
| YTD | -9.8% | +44.2% | -54.0% | -23.4% |
| 1Y | -3.9% | +18.6% | -22.4% | -12.0% |
| 3Y | +52.5% | +77.4% | -24.9% | +18.3% |
| 5Y | +134.0% | +232.3% | -98.3% | +36.0% |
| All | +916.7% | +562.2% | +354.5% | +332.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling