+1,210.4%
AAPL vs LII
+167.7%
+1,042.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.7% |
| 7D | -2.7% | +2.1% | -4.8% | -3.5% |
| 30D | +1.0% | -12.4% | +13.4% | +5.6% |
| 3M | +5.0% | -24.8% | +29.8% | +13.6% |
| 6M | +23.0% | -25.2% | +48.2% | +32.2% |
| YTD | +16.6% | -20.3% | +36.9% | +21.5% |
| 1Y | +33.4% | -32.9% | +66.4% | +48.0% |
| 3Y | +79.9% | +2.0% | +77.8% | +61.4% |
| 5Y | +109.0% | +24.4% | +84.6% | +65.8% |
| 10Y | +1,210.4% | +167.2% | +1,043.2% | +717.5% |
| All | +1,210.4% | +167.7% | +1,042.7% | +717.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling