-43.0%
APP vs LNT
+9.4%
-52.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -1.7% |
| 7D | +0.1% | +1.0% | -0.9% | +1.1% |
| 30D | -10.0% | -1.1% | -8.9% | -10.8% |
| 3M | -44.6% | -3.6% | -41.1% | -46.2% |
| 6M | -37.9% | -2.7% | -35.2% | -38.5% |
| YTD | -53.7% | +8.0% | -61.7% | -46.7% |
| 1Y | -43.0% | +10.5% | -53.4% | -32.2% |
| All | -43.0% | +9.4% | -52.3% | -32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling