-68.8%
AAOX vs LII
-16.4%
-52.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.2% | +9.4% | +9.1% |
| 7D | -2.5% | -0.7% | -1.8% | -1.9% |
| 30D | -41.1% | -12.6% | -28.5% | -30.4% |
| 3M | -84.7% | -24.4% | -60.2% | -78.1% |
| All | -68.8% | -16.4% | -52.4% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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 · Available span rolling