+124.7%
LITE vs KHC
+9.0%
+115.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.8% | +8.5% | +2.7% |
| 7D | -35.9% | +1.1% | -37.0% | -34.5% |
| 30D | -51.5% | +12.0% | -63.5% | -44.5% |
| 3M | -35.7% | +0.2% | -35.9% | -32.7% |
| 6M | -43.0% | +10.3% | -53.3% | -34.7% |
| YTD | +46.1% | +6.7% | +39.4% | +70.6% |
| 1Y | +124.7% | +10.9% | +113.9% | +166.6% |
| All | +124.7% | +9.0% | +115.7% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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