+232.7%
LITE vs AVAV
-68.0%
+300.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -8.3% | +0.5% | -8.2% |
| 7D | -31.4% | -10.1% | -21.3% | -31.7% |
| 30D | -42.6% | -18.7% | -23.9% | -43.3% |
| 3M | -26.2% | -33.0% | +6.8% | -28.2% |
| 6M | -35.8% | -37.2% | +1.4% | -37.1% |
| YTD | +70.0% | -53.2% | +123.2% | +40.3% |
| 1Y | +232.7% | -69.0% | +301.7% | +238.6% |
| All | +232.7% | -68.0% | +300.8% | +238.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling