+1,565.0%
LITE vs AHR
+364.8%
+1,200.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.3% | +11.1% |
| 7D | +12.6% | -3.4% | +16.0% | +13.8% |
| 30D | +9.9% | -3.8% | +13.7% | +11.3% |
| 3M | +9.3% | +20.1% | -10.8% | +0.1% |
| 6M | +75.2% | +7.1% | +68.1% | +67.6% |
| YTD | +165.5% | +17.2% | +148.3% | +142.4% |
| 1Y | +555.0% | +30.4% | +524.6% | +463.0% |
| All | +1,565.0% | +364.8% | +1,200.3% | +594.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling