+2,898.2%
LITE vs ASX
+741.2%
+2,157.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -20.8% | +2.1% | -7.3% |
| 7D | -44.6% | -33.3% | -11.3% | -30.6% |
| 30D | -55.0% | -36.5% | -18.6% | -42.0% |
| 3M | -38.3% | -19.2% | -19.1% | -29.5% |
| 6M | -48.8% | -10.2% | -38.5% | -44.5% |
| YTD | +38.3% | +86.5% | -48.2% | +6.2% |
| 1Y | +119.0% | +89.6% | +29.4% | +67.6% |
| 3Y | +1,092.0% | +298.6% | +793.4% | +570.9% |
| 5Y | +446.1% | +414.3% | +31.8% | +173.5% |
| 10Y | +1,381.7% | +711.1% | +670.6% | +473.5% |
| All | +2,898.2% | +741.2% | +2,157.1% | +1,067.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling