+2,259.5%
LITE vs APTV
-15.9%
+2,275.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.1% | +0.9% | +2.7% |
| 7D | -1.5% | +4.8% | -6.3% | -3.5% |
| 30D | +6.7% | +2.0% | +4.7% | +5.3% |
| 3M | -6.8% | -34.2% | +27.5% | +9.5% |
| 6M | +29.4% | -34.7% | +64.1% | +49.2% |
| YTD | +139.1% | -37.0% | +176.1% | +177.4% |
| 1Y | +521.0% | -40.4% | +561.4% | +641.8% |
| 3Y | +1,535.3% | -54.1% | +1,589.4% | +2,021.5% |
| 5Y | +889.8% | -68.0% | +957.9% | +1,336.8% |
| All | +2,259.5% | -15.9% | +2,275.3% | +2,131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling