-65.3%
AAOX vs LII
-17.5%
-47.7%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -1.4% | +12.5% | +12.8% |
| 7D | +15.2% | +2.1% | +13.1% | +11.9% |
| 30D | -40.3% | -12.4% | -27.9% | -30.1% |
| 3M | -81.2% | -24.8% | -56.4% | -73.4% |
| All | -65.3% | -17.5% | -47.7% | -54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · Available span rolling