+1,870.5%
LITE vs AAOI
+789.6%
+1,080.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.7% | +5.3% | +9.1% |
| 7D | +12.6% | +7.9% | +4.7% | +10.0% |
| 30D | +9.9% | -17.8% | +27.7% | +17.3% |
| 3M | +9.3% | -43.3% | +52.6% | +29.2% |
| 6M | +75.2% | +16.7% | +58.5% | +64.3% |
| YTD | +165.5% | +220.0% | -54.5% | +79.2% |
| 1Y | +555.0% | +372.1% | +182.9% | +285.5% |
| 3Y | +1,870.5% | +845.3% | +1,025.1% | +705.5% |
| All | +1,870.5% | +789.6% | +1,080.9% | +705.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling