+1,402.3%
LITE vs ASX
+754.3%
+648.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.4% | -0.8% | +1.9% |
| 7D | -35.9% | -19.9% | -16.0% | -26.7% |
| 30D | -51.5% | -30.9% | -20.6% | -39.4% |
| 3M | -35.7% | -15.1% | -20.6% | -28.1% |
| 6M | -43.0% | -6.5% | -36.5% | -39.6% |
| YTD | +46.1% | +98.4% | -52.3% | +5.3% |
| 1Y | +124.7% | +107.9% | +16.9% | +59.0% |
| 3Y | +1,172.1% | +325.3% | +846.8% | +551.0% |
| 5Y | +477.0% | +447.3% | +29.7% | +159.7% |
| All | +1,402.3% | +754.3% | +648.1% | +378.3% |
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