+57.1%
APO vs LNT
+50.4%
+6.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.5% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | +3.9% | -1.1% | +5.0% | +4.0% |
| 3M | +3.8% | -3.6% | +7.4% | +4.1% |
| 6M | +22.3% | -2.7% | +24.9% | +22.3% |
| YTD | -7.8% | +8.0% | -15.8% | -10.4% |
| 1Y | -0.3% | +10.5% | -10.8% | -3.6% |
| 3Y | +57.1% | +49.6% | +7.6% | +43.4% |
| All | +57.1% | +50.4% | +6.7% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling