+27,067.8%
APH vs LII
+2,874.9%
+24,192.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +3.6% | -9.8% | -7.4% |
| 7D | -2.4% | +7.9% | -10.3% | -5.2% |
| 30D | -9.5% | -0.6% | -8.9% | -10.0% |
| 3M | -7.6% | -19.3% | +11.7% | -1.3% |
| 6M | +12.4% | -29.8% | +42.2% | +24.2% |
| YTD | +17.5% | -25.4% | +42.9% | +26.2% |
| 1Y | +16.4% | -26.2% | +42.6% | +25.3% |
| 3Y | +281.6% | -4.5% | +286.1% | +264.8% |
| 5Y | +317.7% | +26.7% | +291.1% | +254.2% |
| 10Y | +967.8% | +179.5% | +788.4% | +574.6% |
| All | +27,067.8% | +2,874.9% | +24,192.9% | +7,324.3% |
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