+2,331.0%
LITE vs AXON
+1,827.7%
+503.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -4.2% | +8.2% | +5.0% |
| 7D | -1.5% | -14.2% | +12.6% | +2.0% |
| 30D | +6.7% | -15.4% | +22.0% | +9.6% |
| 3M | -6.8% | +0.5% | -7.2% | -9.4% |
| 6M | +29.4% | -9.5% | +38.9% | +26.9% |
| YTD | +139.1% | -9.2% | +148.3% | +131.1% |
| 1Y | +521.0% | -29.4% | +550.4% | +543.8% |
| 3Y | +1,535.3% | +139.4% | +1,395.9% | +1,075.1% |
| 5Y | +889.8% | +178.9% | +710.9% | +550.9% |
| All | +2,331.0% | +1,827.7% | +503.3% | +885.5% |
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