+551.8%
LITE vs BX
-22.2%
+574.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.7% | +1.2% |
| 7D | +13.6% | -5.7% | +19.3% | +13.9% |
| 30D | +21.6% | -8.9% | +30.5% | +21.9% |
| 3M | +20.3% | +8.4% | +12.0% | +18.2% |
| 6M | +54.4% | +18.9% | +35.4% | +48.0% |
| YTD | +168.3% | -13.6% | +181.9% | +160.7% |
| 1Y | +551.8% | -22.4% | +574.2% | +566.1% |
| All | +551.8% | -22.2% | +574.0% | +566.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling