+1,009.8%
LITE vs KEEL
-36.1%
+1,045.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +7.5% | +3.5% | +9.5% |
| 7D | +12.6% | +21.5% | -8.9% | +8.3% |
| 30D | +9.9% | -3.9% | +13.8% | +10.9% |
| 3M | +9.3% | -34.1% | +43.4% | +17.8% |
| 6M | +75.2% | +82.8% | -7.6% | +56.1% |
| YTD | +165.5% | +58.7% | +106.8% | +137.2% |
| 1Y | +555.0% | +191.4% | +363.6% | +406.8% |
| 3Y | +1,870.5% | +205.7% | +1,664.7% | +1,270.9% |
| 5Y | +1,009.8% | -37.0% | +1,046.8% | +749.5% |
| All | +1,009.8% | -36.1% | +1,045.9% | +749.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling