+2,898.2%
LITE vs AVAV
+280.9%
+2,617.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -9.8% | -8.8% | -16.9% |
| 7D | -44.6% | -24.3% | -20.3% | -41.5% |
| 30D | -55.0% | -28.9% | -26.1% | -52.0% |
| 3M | -38.3% | -39.3% | +0.9% | -32.8% |
| 6M | -48.8% | -38.8% | -10.0% | -45.2% |
| YTD | +38.3% | -57.8% | +96.1% | +50.0% |
| 1Y | +119.0% | -70.9% | +189.9% | +158.0% |
| 3Y | +1,092.0% | -14.8% | +1,106.8% | +967.8% |
| 5Y | +446.1% | +7.3% | +438.8% | +342.7% |
| 10Y | +1,381.7% | +325.3% | +1,056.4% | +764.8% |
| All | +2,898.2% | +280.9% | +2,617.3% | +1,460.8% |
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