+1,493.1%
LITE vs APO
+837.1%
+656.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.7% | -6.2% | -5.3% |
| 7D | +10.8% | +5.8% | +5.0% | +7.9% |
| 30D | -33.4% | +8.9% | -42.3% | -36.5% |
| 3M | -32.2% | -13.6% | -18.6% | -27.9% |
| 6M | -42.1% | -5.4% | -36.7% | -41.9% |
| YTD | +61.9% | -13.6% | +75.5% | +67.0% |
| 1Y | +163.0% | -2.5% | +165.5% | +154.9% |
| 3Y | +1,358.0% | +50.9% | +1,307.2% | +1,071.3% |
| 5Y | +549.9% | +81.4% | +468.5% | +361.8% |
| All | +1,493.1% | +837.1% | +656.0% | +416.5% |
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