+555.0%
LITE vs AXTI
+2,040.3%
-1,485.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +12.8% | -1.8% | +6.4% |
| 7D | +12.6% | +24.0% | -11.4% | +4.2% |
| 30D | +9.9% | -21.5% | +31.4% | +19.0% |
| 3M | +9.3% | -23.4% | +32.7% | +13.0% |
| 6M | +75.2% | +114.9% | -39.7% | +23.5% |
| YTD | +165.5% | +325.4% | -160.0% | +47.6% |
| 1Y | +555.0% | +2,136.7% | -1,581.7% | +162.5% |
| All | +555.0% | +2,040.3% | -1,485.3% | +162.5% |
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