+2,331.0%
LITE vs APH
+1,060.9%
+1,270.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.2% |
| 7D | -1.5% | +5.0% | -6.5% | -6.3% |
| 30D | +6.7% | -3.9% | +10.5% | +11.1% |
| 3M | -6.8% | +13.0% | -19.7% | -16.1% |
| 6M | +29.4% | +25.2% | +4.3% | +2.6% |
| YTD | +139.1% | +22.9% | +116.2% | +81.2% |
| 1Y | +521.0% | +47.8% | +473.2% | +299.2% |
| 3Y | +1,535.3% | +283.0% | +1,252.3% | +327.7% |
| 5Y | +889.8% | +349.7% | +540.2% | +119.8% |
| All | +2,331.0% | +1,060.9% | +1,270.2% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling