+1,563.7%
LITE vs KKR
+76.7%
+1,487.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.8% | +5.8% | +5.1% |
| 7D | -1.5% | -0.9% | -0.7% | -1.1% |
| 30D | +6.7% | +2.2% | +4.5% | +4.1% |
| 3M | -6.8% | +13.1% | -19.8% | -15.2% |
| 6M | +29.4% | +15.3% | +14.2% | +14.7% |
| YTD | +139.1% | -15.0% | +154.1% | +153.2% |
| 1Y | +521.0% | -21.0% | +542.0% | +594.9% |
| All | +1,563.7% | +76.7% | +1,487.0% | +980.6% |
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