+555.0%
LITE vs KKR
-21.8%
+576.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +11.3% |
| 7D | +12.6% | -0.6% | +13.3% | +12.6% |
| 30D | +9.9% | +3.0% | +6.9% | +8.8% |
| 3M | +9.3% | +13.6% | -4.4% | +6.3% |
| 6M | +75.2% | +16.2% | +59.0% | +68.1% |
| YTD | +165.5% | -16.6% | +182.1% | +166.0% |
| 1Y | +555.0% | -23.2% | +578.2% | +593.0% |
| All | +555.0% | -21.8% | +576.8% | +593.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling