-67.5%
AAOX vs LII
-19.6%
-47.9%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -2.4% | -3.8% | -3.3% |
| 7D | +8.3% | +0.5% | +7.9% | +7.3% |
| 30D | -41.8% | -11.2% | -30.6% | -33.1% |
| 3M | -73.3% | -28.8% | -44.5% | -58.7% |
| All | -67.5% | -19.6% | -47.9% | -55.6% |
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