+845.7%
APO vs LII
+166.2%
+679.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.9% | +0.7% |
| 7D | +8.1% | +0.4% | +7.7% | +8.0% |
| 30D | +3.4% | -2.4% | +5.8% | +4.4% |
| 3M | -6.6% | -17.5% | +10.9% | +2.5% |
| 6M | -7.1% | -32.8% | +25.8% | +10.5% |
| YTD | -14.1% | -27.7% | +13.5% | -4.0% |
| 1Y | -4.7% | -28.1% | +23.4% | +6.7% |
| 3Y | +51.3% | -9.7% | +61.0% | +42.1% |
| 5Y | +82.7% | +19.5% | +63.2% | +39.7% |
| 10Y | +845.7% | +170.6% | +675.1% | +378.2% |
| All | +845.7% | +166.2% | +679.5% | +378.2% |
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