+146.1%
LITE vs APO
-7.7%
+153.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -3.4% |
| 7D | +22.6% | +3.5% | +19.1% | +22.0% |
| 30D | -36.8% | +4.4% | -41.1% | -36.8% |
| 3M | -33.0% | -12.1% | -20.9% | -31.5% |
| 6M | -37.1% | -7.2% | -29.8% | -36.4% |
| YTD | +69.5% | -15.1% | +84.6% | +80.6% |
| 1Y | +146.1% | -7.7% | +153.8% | +143.2% |
| All | +146.1% | -7.7% | +153.8% | +143.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling