+2,405.2%
LITE vs AAOI
+434.9%
+1,970.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.3% | -1.1% | -4.2% |
| 7D | +10.4% | +2.9% | +7.5% | +9.7% |
| 30D | +14.0% | -23.1% | +37.1% | +22.3% |
| 3M | +9.7% | -41.0% | +50.7% | +25.3% |
| 6M | +39.2% | -14.3% | +53.5% | +42.6% |
| YTD | +153.9% | +196.3% | -42.4% | +88.0% |
| 1Y | +467.5% | +272.6% | +194.9% | +290.0% |
| 3Y | +1,784.2% | +775.3% | +1,008.9% | +801.6% |
| 5Y | +990.3% | +1,290.2% | -299.9% | +277.2% |
| All | +2,405.2% | +434.9% | +1,970.3% | +878.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling