+1,668.5%
LITE vs AXTI
+2,355.8%
-687.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.7% | -5.7% | +1.4% |
| 7D | -1.5% | +5.1% | -6.7% | -2.9% |
| 30D | +6.7% | -10.2% | +16.8% | +9.2% |
| 3M | -6.8% | -41.8% | +35.1% | +2.9% |
| 6M | +29.4% | +57.5% | -28.1% | +10.5% |
| YTD | +139.1% | +277.0% | -137.9% | +67.6% |
| 1Y | +521.0% | +1,982.4% | -1,461.4% | +221.8% |
| All | +1,668.5% | +2,355.8% | -687.3% | +691.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling