+30.5%
AAPL vs LII
-28.3%
+58.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.2% | +0.2% | +2.3% |
| 7D | +3.7% | -1.2% | +4.8% | +3.7% |
| 30D | +4.2% | -2.0% | +6.1% | +4.3% |
| 3M | +12.0% | -20.2% | +32.3% | +13.2% |
| 6M | +19.8% | -32.5% | +52.3% | +21.1% |
| YTD | +29.3% | -27.4% | +56.7% | +28.0% |
| All | +30.5% | -28.3% | +58.9% | +29.3% |
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 · 6 months rolling