+53.5%
ALAB vs LII
-26.1%
+79.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.7% | -3.0% |
| 7D | +16.3% | +2.9% | +13.4% | +15.3% |
| 30D | -26.1% | +0.9% | -27.0% | -27.0% |
| 3M | -31.3% | -15.5% | -15.7% | -27.3% |
| 6M | -1.0% | -30.2% | +29.2% | +11.3% |
| YTD | +33.3% | -26.8% | +60.2% | +36.1% |
| 1Y | +53.5% | -25.3% | +78.8% | +54.7% |
| All | +53.5% | -26.1% | +79.6% | +54.7% |
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