+521.0%
LITE vs AAOI
+352.1%
+168.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.1% | -1.1% | +1.8% |
| 7D | -1.5% | -0.7% | -0.9% | -1.2% |
| 30D | +6.7% | -17.9% | +24.6% | +15.6% |
| 3M | -6.8% | -48.0% | +41.2% | +17.5% |
| 6M | +29.4% | +5.8% | +23.6% | +24.3% |
| YTD | +139.1% | +202.7% | -63.6% | +54.6% |
| 1Y | +521.0% | +352.5% | +168.5% | +227.9% |
| All | +521.0% | +352.1% | +168.9% | +227.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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