+14,604.7%
BLK vs LII
+3,601.2%
+11,003.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | +3.7% | +2.9% | +0.8% | +2.6% |
| 30D | +13.9% | +0.9% | +13.0% | +13.0% |
| 3M | +3.9% | -15.5% | +19.4% | +10.3% |
| 6M | +13.0% | -30.2% | +43.2% | +26.8% |
| YTD | +16.1% | -26.8% | +43.0% | +26.7% |
| 1Y | +16.8% | -25.3% | +42.0% | +26.2% |
| 3Y | +97.7% | -7.8% | +105.4% | +90.7% |
| 5Y | +42.1% | +17.0% | +25.1% | +22.7% |
| 10Y | +321.3% | +169.9% | +151.4% | +160.3% |
| All | +14,604.7% | +3,601.2% | +11,003.5% | +4,198.4% |
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