-55.4%
APP vs LII
-26.0%
-29.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.6% | +7.1% | +10.1% |
| 7D | +4.5% | +7.9% | -3.4% | +3.4% |
| 30D | -3.6% | -0.6% | -3.0% | -3.7% |
| 3M | -35.3% | -19.3% | -15.9% | -33.4% |
| 6M | -42.8% | -29.8% | -12.9% | -40.6% |
| YTD | -59.7% | -25.4% | -34.3% | -59.5% |
| 1Y | -55.4% | -26.2% | -29.2% | -54.7% |
| All | -55.4% | -26.0% | -29.3% | -54.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling