+1,563.7%
LITE vs APA
+5.6%
+1,558.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.2% | +7.2% | +4.8% |
| 7D | -1.5% | +0.5% | -2.1% | -1.8% |
| 30D | +6.7% | +23.4% | -16.7% | +0.2% |
| 3M | -6.8% | +12.7% | -19.4% | -10.5% |
| 6M | +29.4% | +39.4% | -10.0% | +13.7% |
| YTD | +139.1% | +79.0% | +60.1% | +90.7% |
| 1Y | +521.0% | +88.8% | +432.2% | +379.0% |
| All | +1,563.7% | +5.6% | +1,558.1% | +1,207.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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