+1,659.1%
APO vs LNG
+3,420.1%
-1,761.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +5.8% | +11.3% | -5.6% | +3.1% |
| 30D | +8.9% | +10.6% | -1.7% | +5.9% |
| 3M | -13.6% | +16.1% | -29.8% | -17.1% |
| 6M | -5.4% | +29.6% | -34.9% | -12.0% |
| YTD | -13.6% | +60.3% | -74.0% | -24.4% |
| 1Y | -2.5% | +46.1% | -48.6% | -12.7% |
| 3Y | +50.9% | +85.9% | -35.1% | +27.0% |
| 5Y | +81.4% | +210.8% | -129.4% | +33.4% |
| 10Y | +843.9% | +808.8% | +35.1% | +435.5% |
| All | +1,659.1% | +3,420.1% | -1,761.0% | +668.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling