+98.2%
BLK vs LII
-8.5%
+106.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | +0.2% | -2.3% | +2.5% | +0.8% |
| 30D | +13.1% | -1.7% | +14.8% | +13.3% |
| 3M | +7.3% | -18.3% | +25.6% | +13.1% |
| 6M | +14.6% | -32.3% | +47.0% | +25.6% |
| YTD | +16.5% | -27.1% | +43.6% | +23.3% |
| 1Y | +15.4% | -27.2% | +42.5% | +22.1% |
| All | +98.2% | -8.5% | +106.7% | +84.8% |
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 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