+11.0%
LITE vs AXTX
-69.7%
+80.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +25.3% | -14.3% | +5.5% |
| 7D | +12.6% | +49.3% | -36.7% | +2.7% |
| 30D | +9.9% | -49.1% | +59.1% | +21.1% |
| 3M | +9.3% | -72.6% | +81.9% | +15.1% |
| All | +11.0% | -69.7% | +80.6% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 5y: compounded portfolio wealth divided by compounded AXTX 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…
5y analysis · Full analysis span regression · Available span rolling