+853.3%
APO vs LNT
+186.9%
+666.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +5.8% | +1.0% | +4.7% | +5.3% |
| 30D | +8.9% | +9.6% | -0.7% | +4.7% |
| 3M | -13.6% | +5.4% | -19.0% | -15.6% |
| 6M | -5.4% | +3.1% | -8.5% | -7.0% |
| YTD | -13.6% | +16.5% | -30.1% | -20.2% |
| 1Y | -2.5% | +12.3% | -14.8% | -8.4% |
| 3Y | +50.9% | +70.3% | -19.5% | +14.4% |
| 5Y | +81.4% | +56.4% | +25.0% | +40.8% |
| All | +853.3% | +186.9% | +666.4% | +563.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling