+1,870.5%
LITE vs KVUE
-0.1%
+1,870.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.9% | +12.9% | +10.8% |
| 7D | +12.6% | -1.9% | +14.5% | +12.4% |
| 30D | +9.9% | -3.3% | +13.2% | +9.6% |
| 3M | +9.3% | +6.0% | +3.3% | +9.4% |
| 6M | +75.2% | +2.3% | +72.9% | +75.5% |
| YTD | +165.5% | +10.3% | +155.1% | +165.7% |
| 1Y | +555.0% | +4.6% | +550.4% | +559.8% |
| 3Y | +1,870.5% | -2.2% | +1,872.7% | +1,770.3% |
| All | +1,870.5% | -0.1% | +1,870.6% | +1,770.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling