+1,804.4%
APO vs LNT
+483.7%
+1,320.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +3.5% | -3.2% | +6.6% | +4.9% |
| 3M | +4.5% | -4.1% | +8.6% | +6.1% |
| 6M | +22.8% | -4.6% | +27.3% | +24.5% |
| YTD | -6.5% | +7.0% | -13.5% | -10.4% |
| 1Y | +0.8% | +8.3% | -7.5% | -4.0% |
| 3Y | +62.0% | +51.0% | +11.0% | +29.5% |
| 5Y | +138.2% | +30.2% | +108.1% | +101.8% |
| 10Y | +940.3% | +143.6% | +796.7% | +543.5% |
| All | +1,804.4% | +483.7% | +1,320.7% | +511.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling