-39.3%
APP vs LII
-28.7%
-10.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.5% |
| 7D | +61.1% | +0.4% | +60.7% | +60.6% |
| 30D | +42.8% | -2.4% | +45.2% | +42.7% |
| 3M | +16.7% | -17.5% | +34.2% | +19.3% |
| 6M | -15.6% | -32.8% | +17.2% | -12.0% |
| YTD | -41.3% | -27.7% | -13.6% | -41.2% |
| 1Y | -39.3% | -28.1% | -11.2% | -38.6% |
| All | -39.3% | -28.7% | -10.6% | -38.6% |
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