+1,103.8%
LITE vs APO
+44.5%
+1,059.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.5% | -14.2% | -16.1% |
| 7D | -44.6% | -1.1% | -43.5% | -44.5% |
| 30D | -55.0% | +1.1% | -56.2% | -55.6% |
| 3M | -38.3% | -9.2% | -29.1% | -36.1% |
| 6M | -48.8% | -9.2% | -39.5% | -47.5% |
| YTD | +38.3% | -18.0% | +56.3% | +49.5% |
| 1Y | +119.0% | -10.9% | +129.9% | +121.6% |
| All | +1,103.8% | +44.5% | +1,059.3% | +814.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling