+1,399.5%
LITE vs AHR
+365.8%
+1,033.7%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.6% |
| 7D | -1.5% | -1.5% | -0.1% | -1.2% |
| 30D | +6.7% | -1.4% | +8.1% | +7.2% |
| 3M | -6.8% | +18.6% | -25.3% | -14.3% |
| 6M | +29.4% | +6.6% | +22.9% | +24.3% |
| YTD | +139.1% | +17.5% | +121.6% | +118.2% |
| 1Y | +521.0% | +30.9% | +490.1% | +433.1% |
| All | +1,399.5% | +365.8% | +1,033.7% | +524.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling