+1,533.3%
LITE vs KKR
+724.8%
+808.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.7% | +9.0% | +9.8% |
| 7D | -12.9% | +0.1% | -13.0% | -13.0% |
| 30D | -46.0% | +7.9% | -53.8% | -48.7% |
| 3M | -33.0% | -4.4% | -28.6% | -32.9% |
| 6M | -34.0% | -4.0% | -30.1% | -34.8% |
| YTD | +61.7% | -22.6% | +84.4% | +75.8% |
| 1Y | +148.3% | -18.6% | +166.8% | +162.5% |
| 3Y | +1,408.5% | +60.6% | +1,347.9% | +997.0% |
| 5Y | +546.2% | +28.4% | +517.7% | +408.1% |
| 10Y | +1,533.3% | +735.7% | +797.6% | +339.3% |
| All | +1,533.3% | +724.8% | +808.5% | +339.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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