+1,801.6%
APD vs LII
+2,790.7%
-989.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -2.1% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | +10.1% | -4.6% | +14.7% | +11.3% |
| 3M | +4.9% | -21.7% | +26.5% | +11.9% |
| 6M | +2.5% | -32.8% | +35.3% | +12.7% |
| YTD | +27.8% | -27.5% | +55.3% | +36.1% |
| 1Y | +32.9% | -28.0% | +60.8% | +41.8% |
| 3Y | +13.4% | -7.2% | +20.6% | +9.4% |
| 5Y | +12.8% | +22.6% | -9.8% | -1.7% |
| 10Y | +194.6% | +171.5% | +23.0% | +100.1% |
| All | +1,801.6% | +2,790.7% | -989.0% | +582.7% |
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 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