+1,582.8%
LITE vs AHR
+357.7%
+1,225.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | +13.6% | -4.3% | +17.9% | +15.2% |
| 30D | +21.6% | -3.1% | +24.6% | +22.7% |
| 3M | +20.3% | +15.7% | +4.7% | +11.9% |
| 6M | +54.4% | +4.1% | +50.3% | +49.3% |
| YTD | +168.3% | +15.4% | +152.9% | +146.2% |
| 1Y | +551.8% | +28.0% | +523.8% | +464.0% |
| All | +1,582.8% | +357.7% | +1,225.1% | +604.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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