+2,331.0%
LITE vs ASX
+863.2%
+1,467.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.9% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | +6.7% | +2.0% | +4.7% | +5.9% |
| 3M | -6.8% | -1.3% | -5.4% | -5.3% |
| 6M | +29.4% | +71.4% | -42.0% | -2.2% |
| YTD | +139.1% | +135.3% | +3.8% | +53.9% |
| 1Y | +521.0% | +267.5% | +253.5% | +221.3% |
| 3Y | +1,535.3% | +388.5% | +1,146.8% | +656.8% |
| 5Y | +889.8% | +417.1% | +472.7% | +331.4% |
| All | +2,331.0% | +863.2% | +1,467.9% | +623.6% |
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