+1,670.7%
LITE vs APO
+847.3%
+823.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.2% | +10.5% | +10.6% |
| 7D | +3.4% | +0.2% | +3.2% | +3.9% |
| 30D | -34.9% | +3.1% | -38.0% | -36.2% |
| 3M | -21.0% | -12.0% | -9.0% | -16.9% |
| 6M | -38.5% | -5.0% | -33.5% | -38.4% |
| YTD | +75.8% | -14.0% | +89.8% | +81.8% |
| 1Y | +156.7% | -5.9% | +162.6% | +154.1% |
| 3Y | +1,498.6% | +51.6% | +1,447.0% | +1,182.3% |
| 5Y | +610.9% | +80.8% | +530.1% | +406.3% |
| 10Y | +1,670.7% | +839.9% | +830.7% | +487.8% |
| All | +1,670.7% | +847.3% | +823.3% | +487.8% |
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