+129.4%
LITE vs AVTR
+37.2%
+92.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.8% | +7.8% | +10.8% |
| 7D | -12.9% | +1.9% | -14.8% | -12.9% |
| 30D | -46.0% | +1.5% | -47.5% | -45.9% |
| 3M | -33.0% | +17.1% | -50.1% | -31.6% |
| 6M | -34.0% | +91.5% | -125.5% | -31.4% |
| YTD | +61.7% | +38.8% | +22.9% | +74.3% |
| All | +129.4% | +37.2% | +92.2% | +145.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling