+2,382.0%
LITE vs BKR
+125.3%
+2,256.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.7% |
| 7D | +5.2% | -7.0% | +12.2% | +8.1% |
| 30D | -0.6% | -8.1% | +7.5% | +2.6% |
| 3M | +4.2% | -6.6% | +10.8% | +6.6% |
| 6M | +38.0% | +0.9% | +37.1% | +37.9% |
| YTD | +151.5% | +31.1% | +120.4% | +128.9% |
| 1Y | +462.2% | +27.7% | +434.5% | +417.5% |
| 3Y | +1,810.6% | +71.2% | +1,739.4% | +1,513.4% |
| 5Y | +980.2% | +177.6% | +802.6% | +662.7% |
| All | +2,382.0% | +125.3% | +2,256.7% | +1,523.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BKR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling