+129.2%
APO vs LNT
+31.4%
+97.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -3.5% | -1.0% | -2.5% | -3.2% |
| 30D | -6.6% | -4.2% | -2.3% | -5.4% |
| 3M | -3.3% | -6.7% | +3.4% | -1.7% |
| 6M | +22.6% | -3.6% | +26.2% | +23.2% |
| YTD | -9.8% | +5.9% | -15.7% | -12.3% |
| 1Y | -3.9% | +7.3% | -11.1% | -7.0% |
| 3Y | +52.5% | +46.5% | +6.0% | +31.8% |
| All | +129.2% | +31.4% | +97.8% | +95.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling