+2,502.5%
LITE vs AON
+207.5%
+2,295.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.3% | +13.3% | +11.6% |
| 7D | +12.6% | -3.2% | +15.8% | +13.5% |
| 30D | +9.9% | -11.9% | +21.8% | +13.0% |
| 3M | +9.3% | -2.9% | +12.2% | +7.6% |
| 6M | +75.2% | -6.8% | +82.1% | +73.5% |
| YTD | +165.5% | -10.1% | +175.6% | +163.9% |
| 1Y | +555.0% | -14.2% | +569.2% | +559.3% |
| 3Y | +1,870.5% | -3.3% | +1,873.7% | +1,723.0% |
| 5Y | +1,009.8% | +13.6% | +996.2% | +821.1% |
| 10Y | +2,502.5% | +209.2% | +2,293.3% | +1,108.7% |
| All | +2,502.5% | +207.5% | +2,295.0% | +1,108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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