+2,614.7%
LITE vs KWEB
-22.5%
+2,637.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.0% |
| 7D | +13.6% | -3.6% | +17.2% | +15.1% |
| 30D | +21.6% | -14.9% | +36.5% | +29.2% |
| 3M | +20.3% | -5.4% | +25.8% | +22.1% |
| 6M | +54.4% | -18.9% | +73.2% | +67.2% |
| YTD | +168.3% | -27.2% | +195.5% | +201.7% |
| 1Y | +551.8% | -34.2% | +586.0% | +666.4% |
| 3Y | +1,891.5% | +0.6% | +1,890.9% | +1,823.3% |
| 5Y | +1,014.7% | -43.5% | +1,058.2% | +1,194.7% |
| 10Y | +2,614.7% | -20.6% | +2,635.3% | +1,716.1% |
| All | +2,614.7% | -22.5% | +2,637.2% | +1,716.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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