+24.8%
ALAB vs LII
-28.3%
+53.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +2.2% | +11.5% | +13.0% |
| 7D | -5.6% | -1.2% | -4.4% | -5.0% |
| 30D | -36.6% | -2.0% | -34.7% | -36.7% |
| 3M | -35.1% | -20.2% | -14.9% | -29.8% |
| 6M | +8.5% | -32.5% | +41.1% | +23.8% |
| YTD | +30.4% | -27.4% | +57.7% | +32.0% |
| All | +24.8% | -28.3% | +53.2% | +29.9% |
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