+193.5%
APTV vs LII
+1,377.1%
-1,183.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +2.4% |
| 7D | +4.8% | -0.7% | +5.5% | +5.2% |
| 30D | +2.0% | -12.6% | +14.6% | +9.8% |
| 3M | -34.2% | -24.4% | -9.8% | -25.2% |
| 6M | -34.7% | -28.7% | -6.0% | -23.9% |
| YTD | -37.0% | -19.1% | -17.8% | -32.1% |
| 1Y | -40.4% | -29.7% | -10.7% | -30.9% |
| 3Y | -54.1% | +4.8% | -58.9% | -60.0% |
| 5Y | -68.0% | +24.6% | -92.6% | -75.7% |
| 10Y | -15.5% | +169.2% | -184.7% | -59.1% |
| All | +193.5% | +1,377.1% | -1,183.7% | -33.8% |
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