+901.5%
LITE vs ASTS
+400.6%
+500.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.7% | +4.0% |
| 7D | -1.5% | +7.3% | -8.9% | -2.6% |
| 30D | +6.7% | -8.9% | +15.5% | +8.1% |
| 3M | -6.8% | -41.9% | +35.2% | -0.3% |
| 6M | +29.4% | -40.6% | +70.0% | +36.4% |
| YTD | +139.1% | -14.2% | +153.3% | +135.0% |
| 1Y | +521.0% | +48.9% | +472.1% | +462.6% |
| 3Y | +1,535.3% | +1,461.7% | +73.6% | +989.5% |
| All | +901.5% | +400.6% | +500.9% | +565.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 ASTS 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