+13.6%
BLK vs LII
-28.0%
+41.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | +3.9% | -0.2% | +4.1% | +4.0% |
| 30D | +14.1% | -0.6% | +14.7% | +13.8% |
| 3M | +5.3% | -17.0% | +22.3% | +9.0% |
| 6M | +12.6% | -31.1% | +43.7% | +18.8% |
| YTD | +15.5% | -27.7% | +43.2% | +16.9% |
| 1Y | +13.6% | -26.2% | +39.7% | +13.3% |
| All | +13.6% | -28.0% | +41.6% | +13.3% |
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