-44.4%
APTV vs LII
-32.7%
-11.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.3% | -4.2% |
| 7D | +2.0% | +2.1% | -0.1% | +1.4% |
| 30D | -7.7% | -12.4% | +4.7% | -4.1% |
| 3M | -34.0% | -24.8% | -9.2% | -29.2% |
| 6M | -37.1% | -25.2% | -11.9% | -32.9% |
| YTD | -39.9% | -20.3% | -19.6% | -38.0% |
| 1Y | -44.4% | -32.9% | -11.5% | -40.7% |
| All | -44.4% | -32.7% | -11.7% | -40.7% |
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