+1,493.1%
LITE vs AON
+233.0%
+1,260.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -4.8% |
| 7D | +10.8% | +1.0% | +9.7% | +10.5% |
| 30D | -33.4% | +23.2% | -56.6% | -36.8% |
| 3M | -32.2% | -5.0% | -27.2% | -31.8% |
| 6M | -42.1% | +9.3% | -51.4% | -45.2% |
| YTD | +61.9% | -3.4% | +65.3% | +57.5% |
| 1Y | +163.0% | -2.9% | +165.9% | +154.8% |
| 3Y | +1,358.0% | +3.6% | +1,354.4% | +1,223.4% |
| 5Y | +549.9% | +16.9% | +533.0% | +442.5% |
| All | +1,493.1% | +233.0% | +1,260.1% | +625.9% |
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