+2,382.0%
LITE vs BRKR
+155.3%
+2,226.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +5.2% | -8.7% | +13.9% | +8.8% |
| 30D | -0.6% | -9.9% | +9.3% | +3.4% |
| 3M | +4.2% | -3.1% | +7.3% | +2.7% |
| 6M | +38.0% | +45.5% | -7.5% | +10.1% |
| YTD | +151.5% | +13.7% | +137.8% | +121.9% |
| 1Y | +462.2% | +67.4% | +394.8% | +313.6% |
| 3Y | +1,810.6% | -13.2% | +1,823.8% | +1,658.9% |
| 5Y | +980.2% | -39.5% | +1,019.7% | +1,049.9% |
| All | +2,382.0% | +155.3% | +2,226.7% | +1,142.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling