+84,887.9%
AAPL vs LII
+2,734.1%
+82,153.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.4% | 0.0% |
| 7D | -0.7% | -0.6% | 0.0% | -0.5% |
| 30D | +1.7% | -4.6% | +6.3% | +2.8% |
| 3M | +9.7% | -21.2% | +30.9% | +17.1% |
| 6M | +19.3% | -36.4% | +55.7% | +33.6% |
| YTD | +26.3% | -28.9% | +55.2% | +35.4% |
| 1Y | +27.4% | -29.5% | +56.9% | +36.8% |
| 3Y | +93.6% | -8.6% | +102.2% | +88.1% |
| 5Y | +131.7% | +20.2% | +111.5% | +104.0% |
| 10Y | +1,268.5% | +166.2% | +1,102.3% | +843.5% |
| All | +84,887.9% | +2,734.1% | +82,153.8% | +30,835.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling