+134.9%
AS vs LII
-17.9%
+152.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.4% | +1.2% |
| 7D | +6.9% | -0.6% | +7.5% | +7.2% |
| 30D | +16.0% | -4.6% | +20.6% | +17.4% |
| 3M | -12.8% | -21.2% | +8.4% | -5.8% |
| 6M | -15.4% | -36.4% | +21.1% | -3.0% |
| YTD | -15.7% | -28.9% | +13.2% | -8.3% |
| 1Y | +6.1% | -29.5% | +35.6% | +15.6% |
| All | +134.9% | -17.9% | +152.7% | +154.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling