+490.8%
LITE vs AVAV
+18.1%
+472.7%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +10.5% | -4.8% | +4.1% |
| 7D | -35.9% | -10.6% | -25.3% | -34.7% |
| 30D | -51.5% | -18.8% | -32.7% | -50.0% |
| 3M | -35.7% | -34.1% | -1.6% | -32.1% |
| 6M | -43.0% | -35.3% | -7.6% | -40.3% |
| YTD | +46.1% | -53.4% | +99.5% | +51.8% |
| 1Y | +124.7% | -65.6% | +190.4% | +150.3% |
| 3Y | +1,172.1% | -5.1% | +1,177.1% | +1,000.8% |
| All | +490.8% | +18.1% | +472.7% | +332.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling