+446.1%
LITE vs ASX
+414.3%
+31.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -20.8% | +2.1% | -3.4% |
| 7D | -44.6% | -33.3% | -11.3% | -25.3% |
| 30D | -55.0% | -36.5% | -18.6% | -37.1% |
| 3M | -38.3% | -19.2% | -19.1% | -26.9% |
| 6M | -48.8% | -10.2% | -38.5% | -44.4% |
| YTD | +38.3% | +86.5% | -48.2% | -7.9% |
| 1Y | +119.0% | +89.6% | +29.4% | +44.9% |
| 3Y | +1,092.0% | +298.6% | +793.4% | +407.4% |
| 5Y | +446.1% | +414.3% | +31.8% | +102.0% |
| All | +446.1% | +414.3% | +31.8% | +102.0% |
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