+551.8%
LITE vs KVUE
+0.6%
+551.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.5% | -0.3% |
| 7D | +13.6% | -7.2% | +20.8% | +10.5% |
| 30D | +21.6% | -5.7% | +27.3% | +19.1% |
| 3M | +20.3% | +0.2% | +20.2% | +19.9% |
| 6M | +54.4% | 0.0% | +54.3% | +54.4% |
| YTD | +168.3% | +6.5% | +161.8% | +170.7% |
| 1Y | +551.8% | -1.4% | +553.2% | +521.2% |
| All | +551.8% | +0.6% | +551.2% | +521.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling