+1,563.3%
APO vs LII
+712.8%
+850.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | +0.5% |
| 7D | +0.8% | -0.6% | +1.4% | +1.2% |
| 30D | +1.0% | -4.6% | +5.6% | +3.0% |
| 3M | -8.4% | -21.2% | +12.8% | +1.9% |
| 6M | -9.1% | -36.4% | +27.3% | +9.6% |
| YTD | -18.3% | -28.9% | +10.6% | -8.4% |
| 1Y | -8.0% | -29.5% | +21.5% | +3.5% |
| 3Y | +47.1% | -8.6% | +55.6% | +40.9% |
| 5Y | +67.2% | +20.2% | +47.0% | +35.6% |
| 10Y | +871.8% | +166.2% | +705.6% | +441.1% |
| All | +1,563.3% | +712.8% | +850.5% | +466.7% |
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