+490.8%
LITE vs ASX
+431.2%
+59.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +6.4% | -0.8% | +0.9% |
| 7D | -35.9% | -19.9% | -16.0% | -24.3% |
| 30D | -51.5% | -30.9% | -20.6% | -36.1% |
| 3M | -35.7% | -15.1% | -20.6% | -26.6% |
| 6M | -43.0% | -6.5% | -36.5% | -39.9% |
| YTD | +46.1% | +98.4% | -52.3% | -7.5% |
| 1Y | +124.7% | +107.9% | +16.9% | +38.7% |
| 3Y | +1,172.1% | +325.3% | +846.8% | +410.5% |
| All | +490.8% | +431.2% | +59.6% | +106.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling