-43.0%
LITE vs AXTI
-64.7%
+21.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +2.7% |
| 7D | -35.9% | -29.4% | -6.5% | -23.3% |
| 30D | -51.5% | -51.3% | -0.3% | -31.5% |
| 3M | -35.7% | -48.3% | +12.5% | -13.7% |
| 6M | -43.0% | -62.9% | +19.9% | -18.2% |
| All | -43.0% | -64.7% | +21.8% | -18.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling