+50.9%
APO vs LNT
+67.4%
-16.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.6% |
| 7D | +5.8% | +1.0% | +4.7% | +5.6% |
| 30D | +8.9% | +9.6% | -0.7% | +7.4% |
| 3M | -13.6% | +5.4% | -19.0% | -14.4% |
| 6M | -5.4% | +3.1% | -8.5% | -6.2% |
| YTD | -13.6% | +16.5% | -30.1% | -16.9% |
| 1Y | -2.5% | +12.3% | -14.8% | -5.4% |
| 3Y | +50.9% | +70.3% | -19.5% | +39.7% |
| All | +50.9% | +67.4% | -16.5% | +39.7% |
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