+78.7%
APO vs LII
+17.0%
+61.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.2% |
| 7D | +5.8% | +2.9% | +2.8% | +4.4% |
| 30D | +8.9% | +0.9% | +8.0% | +8.1% |
| 3M | -13.6% | -15.5% | +1.9% | -7.3% |
| 6M | -5.4% | -30.2% | +24.8% | +8.3% |
| YTD | -13.6% | -26.8% | +13.2% | -5.4% |
| 1Y | -2.5% | -25.3% | +22.8% | +5.4% |
| 3Y | +50.9% | -7.8% | +58.6% | +38.5% |
| All | +78.7% | +17.0% | +61.7% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling