+1,587.4%
LITE vs KEEL
+309.9%
+1,277.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.1% |
| 7D | +13.6% | +19.3% | -5.7% | +11.3% |
| 30D | +21.6% | +9.1% | +12.5% | +20.5% |
| 3M | +20.3% | -31.5% | +51.9% | +25.2% |
| 6M | +54.4% | +75.8% | -21.5% | +45.6% |
| YTD | +168.3% | +57.9% | +110.4% | +153.0% |
| 1Y | +551.8% | +133.3% | +418.5% | +484.7% |
| 3Y | +1,891.5% | +204.1% | +1,687.4% | +1,576.5% |
| 5Y | +1,014.7% | -37.5% | +1,052.3% | +857.8% |
| All | +1,587.4% | +309.9% | +1,277.4% | +1,166.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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