+895.2%
APO vs LII
+170.7%
+724.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.2% | +2.5% | +3.6% |
| 7D | +2.3% | -1.2% | +3.5% | +3.1% |
| 30D | +3.0% | -2.0% | +4.9% | +3.7% |
| 3M | -3.7% | -20.2% | +16.5% | +7.4% |
| 6M | -7.5% | -32.5% | +25.1% | +9.8% |
| YTD | -14.5% | -27.4% | +12.8% | -4.7% |
| 1Y | -6.2% | -28.2% | +22.0% | +5.1% |
| 3Y | +51.9% | -7.2% | +59.1% | +40.5% |
| 5Y | +76.5% | +19.9% | +56.6% | +34.8% |
| 10Y | +895.2% | +168.6% | +726.6% | +422.0% |
| All | +895.2% | +170.7% | +724.5% | +422.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling