+541.2%
LITE vs APO
+79.1%
+462.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.0% |
| 7D | -13.9% | +8.1% | -22.0% | -17.4% |
| 30D | -46.9% | +3.4% | -50.4% | -48.2% |
| 3M | -28.0% | -6.6% | -21.4% | -26.4% |
| 6M | -35.2% | -7.1% | -28.1% | -34.4% |
| YTD | +58.9% | -14.1% | +73.0% | +65.5% |
| 1Y | +125.3% | -4.7% | +130.0% | +120.3% |
| 3Y | +1,344.4% | +51.3% | +1,293.1% | +1,031.6% |
| 5Y | +541.2% | +82.7% | +458.4% | +322.1% |
| All | +541.2% | +79.1% | +462.1% | +322.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling