+1,358.0%
LITE vs AVTR
-16.2%
+1,374.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -4.4% |
| 7D | +10.8% | +0.5% | +10.3% | +10.8% |
| 30D | -33.4% | -1.0% | -32.4% | -33.1% |
| 3M | -32.2% | +12.2% | -44.4% | -33.3% |
| 6M | -42.1% | +97.5% | -139.6% | -49.8% |
| YTD | +61.9% | +35.6% | +26.3% | +52.4% |
| 1Y | +163.0% | +32.8% | +130.2% | +148.7% |
| 3Y | +1,358.0% | -16.5% | +1,374.5% | +1,256.9% |
| All | +1,358.0% | -16.2% | +1,374.2% | +1,256.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling