+24.5%
ALAB vs LII
-26.0%
+50.5%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.6% | -8.0% | -5.5% |
| 7D | -24.9% | +7.9% | -32.8% | -26.8% |
| 30D | -38.4% | -0.6% | -37.8% | -38.7% |
| 3M | -38.3% | -19.3% | -18.9% | -33.6% |
| 6M | +10.9% | -29.8% | +40.8% | +24.7% |
| YTD | +34.2% | -25.4% | +59.6% | +34.8% |
| 1Y | +24.5% | -26.2% | +50.7% | +28.1% |
| All | +24.5% | -26.0% | +50.5% | +28.1% |
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 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