+1,408.5%
LITE vs APO
+50.3%
+1,358.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.7% | +6.0% | +8.0% |
| 7D | -12.9% | +2.3% | -15.2% | -14.0% |
| 30D | -46.0% | +3.0% | -49.0% | -47.1% |
| 3M | -33.0% | -3.7% | -29.3% | -33.0% |
| 6M | -34.0% | -7.5% | -26.6% | -33.0% |
| YTD | +61.7% | -14.5% | +76.3% | +70.9% |
| 1Y | +148.3% | -6.2% | +154.4% | +144.2% |
| 3Y | +1,408.5% | +51.9% | +1,356.6% | +1,080.6% |
| All | +1,408.5% | +50.3% | +1,358.2% | +1,080.6% |
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