+1,103.8%
LITE vs AVAV
-14.7%
+1,118.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.8% | -8.8% | -17.3% |
| 7D | -44.6% | -24.3% | -20.3% | -42.3% |
| 30D | -55.0% | -28.9% | -26.1% | -52.9% |
| 3M | -38.3% | -39.3% | +0.9% | -34.4% |
| 6M | -48.8% | -38.8% | -10.0% | -46.1% |
| YTD | +38.3% | -57.8% | +96.1% | +42.4% |
| 1Y | +119.0% | -70.9% | +189.9% | +150.3% |
| All | +1,103.8% | -14.7% | +1,118.5% | +769.6% |
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 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