+129.4%
LITE vs APO
-8.0%
+137.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +10.0% |
| 7D | -12.9% | +2.3% | -15.2% | -12.8% |
| 30D | -46.0% | +3.0% | -49.0% | -45.9% |
| 3M | -33.0% | -3.7% | -29.3% | -33.0% |
| 6M | -34.0% | -7.5% | -26.6% | -33.3% |
| YTD | +61.7% | -14.5% | +76.3% | +71.2% |
| All | +129.4% | -8.0% | +137.4% | +118.3% |
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