+551.8%
LITE vs KWEB
-33.5%
+585.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.5% |
| 7D | +13.6% | -3.6% | +17.2% | +15.9% |
| 30D | +21.6% | -14.9% | +36.5% | +34.7% |
| 3M | +20.3% | -5.4% | +25.8% | +22.6% |
| 6M | +54.4% | -18.9% | +73.2% | +80.6% |
| YTD | +168.3% | -27.2% | +195.5% | +222.1% |
| 1Y | +551.8% | -34.2% | +586.0% | +812.8% |
| All | +551.8% | -33.5% | +585.3% | +812.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling