-69.3%
APTV vs LNT
+31.4%
-100.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -5.0% | -1.0% | -4.0% | -4.7% |
| 30D | -6.1% | -4.2% | -1.8% | -4.7% |
| 3M | -33.0% | -6.7% | -26.3% | -31.6% |
| 6M | -35.2% | -3.6% | -31.7% | -34.8% |
| YTD | -40.1% | +5.9% | -46.0% | -42.0% |
| 1Y | -45.6% | +7.3% | -52.9% | -47.6% |
| 3Y | -54.4% | +46.5% | -100.8% | -62.1% |
| All | -69.3% | +31.4% | -100.7% | -73.2% |
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 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