+521.0%
LITE vs KMB
-14.3%
+535.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.8% | +6.8% | +2.6% |
| 7D | -1.5% | -4.2% | +2.7% | -3.5% |
| 30D | +6.7% | -6.6% | +13.3% | +3.5% |
| 3M | -6.8% | +12.6% | -19.4% | -3.9% |
| 6M | +29.4% | +2.9% | +26.6% | +31.8% |
| YTD | +139.1% | +6.8% | +132.3% | +144.8% |
| 1Y | +521.0% | -14.8% | +535.8% | +485.4% |
| All | +521.0% | -14.3% | +535.3% | +485.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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