+1,751.1%
APD vs LII
+3,124.4%
-1,373.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.3% |
| 7D | -2.2% | -0.7% | -1.5% | -2.1% |
| 30D | +2.1% | -12.6% | +14.7% | +6.0% |
| 3M | +7.2% | -24.4% | +31.6% | +14.5% |
| 6M | +11.2% | -28.7% | +40.0% | +19.9% |
| YTD | +24.4% | -19.1% | +43.5% | +28.9% |
| 1Y | +6.7% | -29.7% | +36.4% | +14.8% |
| 3Y | +9.2% | +4.8% | +4.5% | +2.0% |
| 5Y | +27.4% | +24.6% | +2.8% | +10.8% |
| 10Y | +164.8% | +169.2% | -4.4% | +80.7% |
| All | +1,751.1% | +3,124.4% | -1,373.2% | +546.4% |
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