+466.3%
LITE vs APLD
+201.5%
+264.8%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -14.7% | -4.0% | -16.6% |
| 7D | -44.6% | -27.0% | -17.6% | -41.8% |
| 30D | -55.0% | -44.1% | -10.9% | -51.1% |
| 3M | -38.3% | -52.6% | +14.2% | -31.5% |
| 6M | -48.8% | -64.5% | +15.7% | -41.2% |
| YTD | +38.3% | -42.2% | +80.5% | +48.0% |
| 1Y | +119.0% | -57.2% | +176.2% | +140.8% |
| 3Y | +1,092.0% | +159.5% | +932.5% | +922.1% |
| All | +466.3% | +201.5% | +264.8% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 5y: compounded portfolio wealth divided by compounded APLD 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…
5y analysis · Full analysis span regression · 6 months rolling