+1,659.1%
APO vs LNT
+535.4%
+1,123.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +5.8% | +1.0% | +4.7% | +5.3% |
| 30D | +8.9% | +9.6% | -0.7% | +4.6% |
| 3M | -13.6% | +5.4% | -19.0% | -15.6% |
| 6M | -5.4% | +3.1% | -8.5% | -7.1% |
| YTD | -13.6% | +16.5% | -30.1% | -20.2% |
| 1Y | -2.5% | +12.3% | -14.8% | -8.5% |
| 3Y | +50.9% | +70.3% | -19.5% | +14.4% |
| 5Y | +81.4% | +56.4% | +25.0% | +41.0% |
| 10Y | +843.9% | +184.3% | +659.6% | +446.6% |
| All | +1,659.1% | +535.4% | +1,123.7% | +443.8% |
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