+1,172.1%
LITE vs AVTR
-15.6%
+1,187.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +5.3% |
| 7D | -35.9% | -3.6% | -32.3% | -35.4% |
| 30D | -51.5% | +0.8% | -52.3% | -51.5% |
| 3M | -35.7% | +17.4% | -53.1% | -37.2% |
| 6M | -43.0% | +83.5% | -126.5% | -49.8% |
| YTD | +46.1% | +35.0% | +11.1% | +37.7% |
| 1Y | +124.7% | +36.7% | +88.1% | +110.5% |
| 3Y | +1,172.1% | -15.3% | +1,187.4% | +1,052.1% |
| All | +1,172.1% | -15.6% | +1,187.6% | +1,052.1% |
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