+163.0%
LITE vs KR
+10.4%
+152.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.4% | -5.9% | -3.1% |
| 7D | +10.8% | +4.6% | +6.2% | +15.6% |
| 30D | -33.4% | +12.2% | -45.7% | -24.6% |
| 3M | -32.2% | +24.6% | -56.8% | -15.0% |
| 6M | -42.1% | +8.2% | -50.3% | -31.6% |
| YTD | +61.9% | +15.3% | +46.6% | +97.5% |
| 1Y | +163.0% | +9.8% | +153.2% | +209.0% |
| All | +163.0% | +10.4% | +152.6% | +209.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling