+1,358.0%
LITE vs KKR
+59.0%
+1,299.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -39.0% |
| 3M | -32.2% | -15.0% | -17.3% | -26.7% |
| 6M | -42.1% | +1.0% | -43.1% | -44.5% |
| YTD | +61.9% | -22.6% | +84.5% | +79.0% |
| 1Y | +163.0% | -18.2% | +181.2% | +179.2% |
| 3Y | +1,358.0% | +56.4% | +1,301.6% | +985.8% |
| All | +1,358.0% | +59.0% | +1,299.0% | +985.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling