+1,982.1%
LITE vs KVUE
-20.6%
+2,002.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.5% | +0.8% |
| 7D | +13.6% | -7.2% | +20.8% | +13.1% |
| 30D | +21.6% | -5.7% | +27.3% | +21.1% |
| 3M | +20.3% | +0.2% | +20.2% | +19.8% |
| 6M | +54.4% | 0.0% | +54.3% | +53.8% |
| YTD | +168.3% | +6.5% | +161.8% | +166.4% |
| 1Y | +551.8% | -1.4% | +553.2% | +554.0% |
| 3Y | +1,891.5% | -5.6% | +1,897.1% | +1,842.3% |
| All | +1,982.1% | -20.6% | +2,002.6% | +2,079.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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