+958.6%
LITE vs BRKR
-39.7%
+998.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +5.2% | -8.7% | +13.9% | +8.0% |
| 30D | -0.6% | -9.9% | +9.3% | +2.5% |
| 3M | +4.2% | -3.1% | +7.3% | +3.1% |
| 6M | +38.0% | +45.5% | -7.5% | +15.0% |
| YTD | +151.5% | +13.7% | +137.8% | +127.9% |
| 1Y | +462.2% | +67.4% | +394.8% | +339.7% |
| 3Y | +1,810.6% | -13.2% | +1,823.8% | +1,683.0% |
| All | +958.6% | -39.7% | +998.4% | +935.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling