+1,402.3%
LITE vs APO
+857.2%
+545.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +5.9% |
| 7D | -35.9% | +0.8% | -36.7% | -36.6% |
| 30D | -51.5% | +1.0% | -52.6% | -52.1% |
| 3M | -35.7% | -8.4% | -27.3% | -34.1% |
| 6M | -43.0% | -9.1% | -33.9% | -41.8% |
| YTD | +46.1% | -18.3% | +64.5% | +54.7% |
| 1Y | +124.7% | -8.0% | +132.7% | +124.1% |
| 3Y | +1,172.1% | +47.1% | +1,125.0% | +937.0% |
| 5Y | +477.0% | +67.2% | +409.8% | +326.8% |
| All | +1,402.3% | +857.2% | +545.1% | +519.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling