+163.0%
LITE vs AAOI
+112.7%
+50.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.6% | +1.1% | -1.7% |
| 7D | +10.8% | -0.5% | +11.3% | +11.0% |
| 30D | -33.4% | -42.1% | +8.7% | -12.8% |
| 3M | -32.2% | -61.6% | +29.4% | +6.2% |
| 6M | -42.1% | -77.6% | +35.5% | +9.1% |
| YTD | +61.9% | +43.1% | +18.8% | +44.1% |
| 1Y | +163.0% | +138.6% | +24.4% | +57.7% |
| All | +163.0% | +112.7% | +50.3% | +57.7% |
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