+129.4%
LITE vs AFRM
-10.2%
+139.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.1% | +10.8% | +10.7% |
| 7D | -12.9% | -7.5% | -5.4% | -11.5% |
| 30D | -46.0% | -15.7% | -30.3% | -44.4% |
| 3M | -33.0% | -9.6% | -23.4% | -31.8% |
| 6M | -34.0% | +6.3% | -40.3% | -34.0% |
| YTD | +61.7% | -8.6% | +70.3% | +76.3% |
| All | +129.4% | -10.2% | +139.6% | +176.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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