+175.3%
LITE vs AXON
-45.7%
+221.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -3.7% |
| 7D | +22.6% | -19.7% | +42.3% | +21.9% |
| 30D | -36.8% | -25.7% | -11.1% | -37.0% |
| 3M | -33.0% | -48.8% | +15.8% | -35.1% |
| 6M | -37.1% | -22.0% | -15.1% | -36.6% |
| YTD | +69.5% | -45.9% | +115.4% | +82.3% |
| All | +175.3% | -45.7% | +221.1% | +190.5% |
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 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