+1,533.3%
LITE vs APO
+903.0%
+630.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +8.4% |
| 7D | -12.9% | +2.3% | -15.2% | -13.9% |
| 30D | -46.0% | +3.0% | -49.0% | -47.0% |
| 3M | -33.0% | -3.7% | -29.3% | -32.9% |
| 6M | -34.0% | -7.5% | -26.6% | -33.1% |
| YTD | +61.7% | -14.5% | +76.3% | +67.7% |
| 1Y | +148.3% | -6.2% | +154.4% | +145.9% |
| 3Y | +1,408.5% | +51.9% | +1,356.6% | +1,111.6% |
| 5Y | +546.2% | +76.5% | +469.7% | +366.5% |
| 10Y | +1,533.3% | +895.2% | +638.1% | +535.5% |
| All | +1,533.3% | +903.0% | +630.3% | +535.5% |
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