+1,358.0%
LITE vs AON
+3.5%
+1,354.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.5% | -6.0% | -3.6% |
| 7D | +10.8% | +1.0% | +9.7% | +11.5% |
| 30D | -33.4% | +23.2% | -56.6% | -24.2% |
| 3M | -32.2% | -5.0% | -27.2% | -31.8% |
| 6M | -42.1% | +9.3% | -51.4% | -37.8% |
| YTD | +61.9% | -3.4% | +65.3% | +71.0% |
| 1Y | +163.0% | -2.9% | +165.9% | +178.2% |
| 3Y | +1,358.0% | +3.6% | +1,354.4% | +1,468.5% |
| All | +1,358.0% | +3.5% | +1,354.5% | +1,468.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling