+521.0%
LITE vs AXON
-28.9%
+549.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.2% | +8.2% | +3.7% |
| 7D | -1.5% | -14.2% | +12.6% | -2.5% |
| 30D | +6.7% | -15.4% | +22.0% | +5.4% |
| 3M | -6.8% | +0.5% | -7.2% | -6.7% |
| 6M | +29.4% | -9.5% | +38.9% | +36.3% |
| YTD | +139.1% | -9.2% | +148.3% | +154.1% |
| 1Y | +521.0% | -29.4% | +550.4% | +588.6% |
| All | +521.0% | -28.9% | +549.9% | +588.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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