+1,103.8%
LITE vs AFRM
+210.7%
+893.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -7.8% | -10.8% | -17.0% |
| 7D | -44.6% | -6.9% | -37.6% | -43.6% |
| 30D | -55.0% | -7.0% | -48.1% | -54.2% |
| 3M | -38.3% | -11.2% | -27.1% | -37.1% |
| 6M | -48.8% | +4.3% | -53.0% | -49.6% |
| YTD | +38.3% | -6.4% | +44.7% | +37.5% |
| 1Y | +119.0% | -2.6% | +121.6% | +115.1% |
| All | +1,103.8% | +210.7% | +893.1% | +924.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling