+141.4%
APTV vs LII
+1,198.4%
-1,057.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.4% |
| 7D | -10.2% | -0.6% | -9.6% | -9.8% |
| 30D | -10.8% | -4.6% | -6.2% | -9.1% |
| 3M | -14.8% | -21.2% | +6.4% | -3.4% |
| 6M | -30.6% | -36.4% | +5.9% | -13.5% |
| YTD | -48.2% | -28.9% | -19.2% | -40.4% |
| 1Y | -52.0% | -29.5% | -22.4% | -44.5% |
| 3Y | -47.0% | -8.6% | -38.5% | -50.3% |
| 5Y | -77.5% | +20.2% | -97.7% | -82.7% |
| 10Y | -27.0% | +166.2% | -193.2% | -64.4% |
| All | +141.4% | +1,198.4% | -1,057.0% | -41.9% |
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