+5,083.9%
LITE vs AXTI
+2,436.6%
+2,647.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +9.7% | -5.7% | +1.5% |
| 7D | -1.5% | +5.1% | -6.7% | -2.8% |
| 30D | +6.7% | -10.2% | +16.8% | +9.0% |
| 3M | -6.8% | -41.8% | +35.1% | +3.1% |
| 6M | +29.4% | +57.5% | -28.1% | +9.0% |
| YTD | +139.1% | +277.0% | -137.9% | +59.9% |
| 1Y | +521.0% | +1,982.4% | -1,461.4% | +181.9% |
| 3Y | +1,535.3% | +2,234.8% | -699.6% | +501.9% |
| 5Y | +889.8% | +528.3% | +361.5% | +367.2% |
| 10Y | +2,400.7% | +1,310.5% | +1,090.2% | +713.7% |
| All | +5,083.9% | +2,436.6% | +2,647.2% | +1,601.8% |
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