+1,836.1%
LITE vs KVYO
-56.1%
+1,892.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVYO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -5.3% |
| 7D | +10.4% | -18.4% | +28.8% | +13.8% |
| 30D | +14.0% | -12.1% | +26.2% | +15.2% |
| 3M | +9.7% | +11.2% | -1.5% | +2.9% |
| 6M | +39.2% | -19.8% | +59.0% | +37.3% |
| YTD | +153.9% | -50.3% | +204.2% | +188.9% |
| 1Y | +467.5% | -48.3% | +515.8% | +526.2% |
| All | +1,836.1% | -56.1% | +1,892.2% | +1,865.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVYO.
Daily Out/Under-Performance
Portfolio return minus KVYO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVYO 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 KVYO 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