+13,121.6%
APH vs LII
+3,124.4%
+9,997.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.1% | -49.9% | -48.5% |
| 7D | -48.7% | -0.2% | -48.5% | -49.0% |
| 30D | -51.9% | -12.6% | -39.3% | -50.0% |
| 3M | -43.6% | -24.4% | -19.1% | -39.1% |
| 6M | -37.5% | -28.7% | -8.8% | -31.3% |
| YTD | -38.6% | -19.1% | -19.5% | -35.8% |
| 1Y | -26.3% | -29.7% | +3.4% | -19.7% |
| 3Y | +89.2% | +4.8% | +84.4% | +75.1% |
| 5Y | +119.8% | +24.6% | +95.2% | +87.8% |
| 10Y | +454.3% | +169.2% | +285.0% | +254.6% |
| All | +13,121.6% | +3,124.4% | +9,997.2% | +3,419.1% |
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 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