+1,533.3%
LITE vs AXON
+1,278.1%
+255.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.1% | +13.8% | +11.4% |
| 7D | -12.9% | -28.7% | +15.8% | -5.8% |
| 30D | -46.0% | -28.3% | -17.7% | -41.7% |
| 3M | -33.0% | -46.9% | +13.9% | -23.2% |
| 6M | -34.0% | -24.9% | -9.2% | -32.5% |
| YTD | +61.7% | -46.6% | +108.4% | +76.6% |
| 1Y | +148.3% | -49.7% | +198.0% | +176.7% |
| 3Y | +1,408.5% | +40.6% | +1,367.9% | +1,123.0% |
| 5Y | +546.2% | +71.9% | +474.3% | +373.9% |
| 10Y | +1,533.3% | +1,180.9% | +352.5% | +681.3% |
| All | +1,533.3% | +1,278.1% | +255.2% | +681.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling