+1,533.3%
LITE vs AON
+228.2%
+1,305.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.3% | +10.4% | +10.6% |
| 7D | -12.9% | +0.7% | -13.6% | -13.1% |
| 30D | -46.0% | +23.1% | -69.1% | -48.7% |
| 3M | -33.0% | -6.0% | -27.0% | -32.5% |
| 6M | -34.0% | +7.9% | -41.9% | -37.3% |
| YTD | +61.7% | -4.1% | +65.9% | +57.7% |
| 1Y | +148.3% | -2.3% | +150.6% | +139.6% |
| 3Y | +1,408.5% | +3.4% | +1,405.1% | +1,269.2% |
| 5Y | +546.2% | +17.1% | +529.1% | +438.8% |
| 10Y | +1,533.3% | +230.6% | +1,302.8% | +735.6% |
| All | +1,533.3% | +228.2% | +1,305.1% | +735.6% |
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