+446.1%
LITE vs AFRM
-57.5%
+503.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -7.8% | -10.8% | -17.3% |
| 7D | -44.6% | -6.9% | -37.6% | -43.8% |
| 30D | -55.0% | -7.0% | -48.1% | -54.3% |
| 3M | -38.3% | -11.2% | -27.1% | -37.3% |
| 6M | -48.8% | +4.3% | -53.0% | -49.5% |
| YTD | +38.3% | -6.4% | +44.7% | +37.1% |
| 1Y | +119.0% | -2.6% | +121.6% | +115.0% |
| 3Y | +1,092.0% | +210.6% | +881.4% | +815.0% |
| 5Y | +446.1% | -57.6% | +503.7% | +346.9% |
| All | +446.1% | -57.5% | +503.6% | +346.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling