+54.4%
LITE vs BRKR
+50.2%
+4.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.8% | +7.8% | +1.2% |
| 7D | +13.6% | -7.8% | +21.4% | +13.8% |
| 30D | +21.6% | -3.4% | +24.9% | +21.9% |
| 3M | +20.3% | -4.8% | +25.2% | +19.9% |
| 6M | +54.4% | +46.7% | +7.7% | +45.1% |
| All | +54.4% | +50.2% | +4.2% | +45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling