+3,068.2%
LITE vs AXTI
+1,500.0%
+1,568.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +5.9% | -0.2% | +4.0% |
| 7D | -35.9% | -29.4% | -6.5% | -29.0% |
| 30D | -51.5% | -51.3% | -0.3% | -40.7% |
| 3M | -35.7% | -48.3% | +12.5% | -23.2% |
| 6M | -43.0% | -62.9% | +19.9% | -28.7% |
| YTD | +46.1% | +137.8% | -91.7% | +11.6% |
| 1Y | +124.7% | +338.3% | -213.6% | +49.7% |
| 3Y | +1,172.1% | +1,590.4% | -418.4% | +417.7% |
| 5Y | +477.0% | +321.7% | +155.3% | +209.4% |
| 10Y | +1,465.7% | +655.0% | +810.7% | +495.0% |
| All | +3,068.2% | +1,500.0% | +1,568.2% | +1,087.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling