+156.7%
LITE vs AON
-2.2%
+158.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.1% | +10.6% | +10.7% |
| 7D | +3.4% | -2.4% | +5.8% | +0.6% |
| 30D | -34.9% | +22.8% | -57.7% | -15.7% |
| 3M | -21.0% | -5.3% | -15.7% | -22.7% |
| 6M | -38.5% | +8.4% | -46.8% | -28.5% |
| YTD | +75.8% | -3.9% | +79.7% | +83.4% |
| 1Y | +156.7% | -3.1% | +159.8% | +173.8% |
| All | +156.7% | -2.2% | +158.9% | +173.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling