+50.2%
APO vs LII
-8.5%
+58.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.1% |
| 7D | +0.2% | -2.3% | +2.4% | +1.0% |
| 30D | +3.1% | -1.7% | +4.8% | +3.5% |
| 3M | -12.0% | -18.3% | +6.3% | -5.7% |
| 6M | -5.0% | -32.3% | +27.4% | +7.3% |
| YTD | -14.0% | -27.1% | +13.1% | -7.7% |
| 1Y | -5.9% | -27.2% | +21.2% | +0.9% |
| All | +50.2% | -8.5% | +58.7% | +49.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling