+1,358.0%
LITE vs AXTI
+2,013.1%
-655.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.9% | -0.6% | -3.3% |
| 7D | +10.8% | +7.6% | +3.2% | +8.3% |
| 30D | -33.4% | -32.1% | -1.4% | -25.1% |
| 3M | -32.2% | -46.0% | +13.7% | -19.3% |
| 6M | -42.1% | -65.7% | +23.6% | -26.4% |
| YTD | +61.9% | +155.9% | -94.0% | +28.1% |
| 1Y | +163.0% | +300.8% | -137.8% | +91.6% |
| 3Y | +1,358.0% | +1,981.6% | -623.6% | +649.9% |
| All | +1,358.0% | +2,013.1% | -655.1% | +649.9% |
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