+137.6%
APO vs LNG
+227.0%
-89.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -6.7% | +5.7% | +1.0% |
| 30D | -0.4% | +3.9% | -4.2% | -1.6% |
| 3M | -0.9% | +15.5% | -16.4% | -5.8% |
| 6M | +22.1% | +10.5% | +11.6% | +16.5% |
| YTD | -8.4% | +43.0% | -51.3% | -20.7% |
| 1Y | -0.9% | +18.9% | -19.8% | -8.3% |
| 3Y | +56.1% | +74.7% | -18.5% | +26.7% |
| All | +137.6% | +227.0% | -89.4% | +65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling