-48.6%
APTV vs LII
-8.2%
-40.5%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.6% |
| 7D | -1.7% | +2.9% | -4.7% | -2.9% |
| 30D | -11.6% | +0.9% | -12.5% | -12.3% |
| 3M | -21.2% | -15.5% | -5.7% | -16.1% |
| 6M | -28.5% | -30.2% | +1.7% | -19.4% |
| YTD | -49.1% | -26.8% | -22.2% | -44.5% |
| 1Y | -52.2% | -25.3% | -26.9% | -48.4% |
| 3Y | -48.6% | -7.8% | -40.9% | -55.1% |
| All | -48.6% | -8.2% | -40.5% | -55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling