+1,587.5%
LITE vs ASX
+878.5%
+709.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.0% | -3.7% |
| 7D | -13.9% | -9.1% | -4.8% | -8.5% |
| 30D | -46.9% | -23.6% | -23.3% | -37.5% |
| 3M | -28.0% | -5.6% | -22.4% | -24.3% |
| 6M | -35.2% | +4.7% | -39.9% | -35.8% |
| YTD | +58.9% | +122.6% | -63.7% | +7.1% |
| 1Y | +125.3% | +133.0% | -7.7% | +49.1% |
| 3Y | +1,344.4% | +367.1% | +977.3% | +597.6% |
| 5Y | +541.2% | +504.7% | +36.4% | +172.1% |
| 10Y | +1,587.5% | +887.2% | +700.3% | +405.9% |
| All | +1,587.5% | +878.5% | +709.0% | +405.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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