+1,493.1%
LITE vs KKR
+670.8%
+822.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -5.0% |
| 7D | +10.8% | +1.6% | +9.1% | +9.8% |
| 30D | -33.4% | +14.5% | -48.0% | -38.9% |
| 3M | -32.2% | -15.0% | -17.3% | -27.1% |
| 6M | -42.1% | +1.0% | -43.1% | -44.3% |
| YTD | +61.9% | -22.6% | +84.5% | +75.8% |
| 1Y | +163.0% | -18.2% | +181.2% | +176.9% |
| 3Y | +1,358.0% | +56.4% | +1,301.6% | +973.3% |
| 5Y | +549.9% | +29.6% | +520.4% | +407.8% |
| All | +1,493.1% | +670.8% | +822.3% | +308.5% |
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