+232.7%
LITE vs KO
+43.6%
+189.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +1.1% | -8.9% | -6.4% |
| 7D | -31.4% | +4.4% | -35.9% | -26.9% |
| 30D | -42.6% | +10.7% | -53.3% | -33.9% |
| 3M | -26.2% | +11.3% | -37.6% | -14.2% |
| 6M | -35.8% | +24.0% | -59.8% | -20.5% |
| YTD | +70.0% | +39.7% | +30.3% | +122.1% |
| 1Y | +232.7% | +43.2% | +189.5% | +334.0% |
| All | +232.7% | +43.6% | +189.1% | +334.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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