+208.0%
RDDT vs LII
-22.6%
+230.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.4% |
| 7D | -0.4% | -3.5% | +3.1% | +0.8% |
| 30D | -0.5% | -13.5% | +13.0% | +4.6% |
| 3M | -9.8% | -26.0% | +16.2% | -1.7% |
| 6M | +15.8% | -26.8% | +42.6% | +25.7% |
| YTD | -32.4% | -22.9% | -9.6% | -29.1% |
| 1Y | -40.0% | -32.6% | -7.4% | -33.5% |
| All | +208.0% | -22.6% | +230.6% | +197.5% |
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