+1,563.7%
LITE vs AVAV
+48.2%
+1,515.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.2% |
| 7D | -1.5% | -2.2% | +0.7% | -1.3% |
| 30D | +6.7% | -13.9% | +20.6% | +8.2% |
| 3M | -6.8% | -29.2% | +22.5% | -4.0% |
| 6M | +29.4% | -36.1% | +65.6% | +34.4% |
| YTD | +139.1% | -40.2% | +179.3% | +135.8% |
| 1Y | +521.0% | -36.2% | +557.2% | +497.9% |
| All | +1,563.7% | +48.2% | +1,515.4% | +1,252.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling