+1,869.9%
LITE vs KVUE
-20.4%
+1,890.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | +10.4% | -6.1% | +16.5% | +10.0% |
| 30D | +14.0% | -5.6% | +19.6% | +13.6% |
| 3M | +9.7% | -0.3% | +10.0% | +9.2% |
| 6M | +39.2% | +1.4% | +37.9% | +38.7% |
| YTD | +153.9% | +6.7% | +147.1% | +152.1% |
| 1Y | +467.5% | +1.0% | +466.6% | +468.3% |
| 3Y | +1,784.2% | -5.4% | +1,789.6% | +1,737.9% |
| All | +1,869.9% | -20.4% | +1,890.3% | +1,962.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling