+908.2%
APO vs LNT
+148.3%
+760.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | -4.9% | -1.1% | -3.8% | -4.4% |
| 30D | -8.4% | -1.9% | -6.5% | -7.7% |
| 3M | -2.1% | -7.2% | +5.1% | +0.7% |
| 6M | +19.2% | -3.9% | +23.2% | +20.5% |
| YTD | -10.5% | +5.9% | -16.4% | -13.8% |
| 1Y | -2.7% | +8.4% | -11.1% | -7.3% |
| 3Y | +52.5% | +46.6% | +5.9% | +24.5% |
| 5Y | +132.1% | +32.4% | +99.6% | +95.9% |
| All | +908.2% | +148.3% | +760.0% | +650.2% |
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