+232.7%
LITE vs AXTI
+504.8%
-272.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -7.4% | -0.5% | -4.8% |
| 7D | -31.4% | -26.2% | -5.3% | -22.1% |
| 30D | -42.6% | -45.1% | +2.6% | -27.0% |
| 3M | -26.2% | -27.2% | +0.9% | -17.3% |
| 6M | -35.8% | -55.2% | +19.4% | -19.5% |
| YTD | +70.0% | +190.8% | -120.7% | -1.0% |
| 1Y | +232.7% | +456.7% | -223.9% | +33.8% |
| All | +232.7% | +504.8% | -272.1% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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