+1,804.4%
APO vs LII
+824.7%
+979.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.2% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | +3.5% | -12.6% | +16.1% | +10.1% |
| 3M | +4.5% | -24.4% | +29.0% | +16.9% |
| 6M | +22.8% | -28.7% | +51.5% | +39.5% |
| YTD | -6.5% | -19.1% | +12.6% | -0.9% |
| 1Y | +0.8% | -29.7% | +30.5% | +13.6% |
| 3Y | +62.0% | +4.8% | +57.2% | +45.5% |
| 5Y | +138.2% | +24.6% | +113.7% | +90.8% |
| 10Y | +940.3% | +169.2% | +771.1% | +472.3% |
| All | +1,804.4% | +824.7% | +979.7% | +513.1% |
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