+3,068.2%
LITE vs KKR
+398.4%
+2,669.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.9% | +7.5% | +6.6% |
| 7D | -35.9% | +2.2% | -38.1% | -37.0% |
| 30D | -51.5% | +7.6% | -59.1% | -53.7% |
| 3M | -35.7% | -6.5% | -29.3% | -34.9% |
| 6M | -43.0% | -3.9% | -39.1% | -43.6% |
| YTD | +46.1% | -23.9% | +70.0% | +59.2% |
| 1Y | +124.7% | -18.5% | +143.3% | +136.5% |
| 3Y | +1,172.1% | +65.8% | +1,106.3% | +844.6% |
| 5Y | +477.0% | +25.3% | +451.7% | +372.0% |
| 10Y | +1,465.7% | +720.2% | +745.5% | +449.1% |
| All | +3,068.2% | +398.4% | +2,669.8% | +1,058.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling