+2,502.5%
LITE vs KR
+127.4%
+2,375.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.4% | +13.4% | +11.0% |
| 7D | +12.6% | -1.3% | +13.9% | +12.6% |
| 30D | +9.9% | +1.5% | +8.4% | +9.9% |
| 3M | +9.3% | -8.5% | +17.8% | +9.4% |
| 6M | +75.2% | -21.9% | +97.1% | +76.0% |
| YTD | +165.5% | -6.9% | +172.4% | +164.4% |
| 1Y | +555.0% | -14.0% | +569.0% | +554.3% |
| 3Y | +1,870.5% | +30.3% | +1,840.2% | +1,749.9% |
| 5Y | +1,009.8% | +37.7% | +972.1% | +919.5% |
| 10Y | +2,502.5% | +125.2% | +2,377.3% | +2,223.2% |
| All | +2,502.5% | +127.4% | +2,375.1% | +2,223.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling