+5,083.9%
LITE vs AVAV
+439.7%
+4,644.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.7% | +5.7% | +4.3% |
| 7D | -1.5% | -2.2% | +0.7% | -1.2% |
| 30D | +6.7% | -13.9% | +20.6% | +9.2% |
| 3M | -6.8% | -29.2% | +22.5% | -2.2% |
| 6M | +29.4% | -36.1% | +65.6% | +36.1% |
| YTD | +139.1% | -40.2% | +179.3% | +143.7% |
| 1Y | +521.0% | -36.2% | +557.2% | +521.1% |
| 3Y | +1,535.3% | +47.5% | +1,487.8% | +1,213.6% |
| 5Y | +889.8% | +39.3% | +850.6% | +666.1% |
| 10Y | +2,400.7% | +482.6% | +1,918.2% | +1,274.5% |
| All | +5,083.9% | +439.7% | +4,644.1% | +2,435.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling