+1,367.3%
AAPL vs LITE
+1,530.1%
-162.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LITE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.5% | +4.9% | +1.2% |
| 7D | +4.1% | +10.8% | -6.6% | +2.1% |
| 30D | +4.0% | -33.4% | +37.4% | +10.1% |
| 3M | +16.8% | -32.2% | +49.0% | +21.3% |
| 6M | +19.4% | -42.1% | +61.5% | +24.3% |
| YTD | +31.5% | +61.9% | -30.4% | +3.9% |
| 1Y | +31.0% | +163.0% | -132.0% | -9.6% |
| 3Y | +95.3% | +1,358.0% | -1,262.7% | -24.2% |
| 5Y | +143.4% | +549.9% | -406.6% | +16.9% |
| All | +1,367.3% | +1,530.1% | -162.8% | +468.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LITE.
Daily Out/Under-Performance
Portfolio return minus LITE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LITE 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 10y: compounded portfolio wealth divided by compounded LITE 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…
10y analysis · Full analysis span regression · 6 months rolling