+1,568.0%
LITE vs AXTI
+807.1%
+760.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -7.3% | +3.7% | -1.6% |
| 7D | +22.6% | +18.6% | +4.0% | +16.8% |
| 30D | -36.8% | -32.6% | -4.1% | -29.0% |
| 3M | -33.0% | -44.5% | +11.5% | -21.3% |
| 6M | -37.1% | -64.6% | +27.5% | -20.7% |
| YTD | +69.5% | +166.3% | -96.8% | +24.6% |
| 1Y | +146.1% | +296.5% | -150.4% | +65.1% |
| 3Y | +1,440.8% | +2,099.0% | -658.2% | +475.4% |
| 5Y | +580.4% | +377.9% | +202.5% | +249.6% |
| All | +1,568.0% | +807.1% | +760.9% | +479.0% |
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