+2,502.5%
LITE vs AXTI
+1,506.5%
+996.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +12.8% | -1.8% | +7.7% |
| 7D | +12.6% | +24.0% | -11.4% | +6.5% |
| 30D | +9.9% | -21.5% | +31.4% | +16.7% |
| 3M | +9.3% | -23.4% | +32.7% | +12.9% |
| 6M | +75.2% | +114.9% | -39.7% | +36.4% |
| YTD | +165.5% | +325.4% | -160.0% | +71.2% |
| 1Y | +555.0% | +2,136.7% | -1,581.7% | +188.3% |
| 3Y | +1,870.5% | +2,835.0% | -964.6% | +574.9% |
| 5Y | +1,009.8% | +652.8% | +357.0% | +396.6% |
| 10Y | +2,502.5% | +1,513.9% | +988.6% | +698.8% |
| All | +2,502.5% | +1,506.5% | +996.0% | +698.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling