+3,344.5%
LITE vs KWEB
-20.8%
+3,365.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.4% |
| 7D | -13.9% | +3.4% | -17.3% | -15.3% |
| 30D | -46.9% | -3.5% | -43.4% | -46.5% |
| 3M | -28.0% | -17.4% | -10.6% | -23.4% |
| 6M | -35.2% | -18.6% | -16.6% | -30.7% |
| YTD | +58.9% | -29.3% | +88.2% | +78.3% |
| 1Y | +125.3% | -35.9% | +161.2% | +163.0% |
| 3Y | +1,344.4% | -0.1% | +1,344.5% | +1,295.3% |
| 5Y | +541.2% | -41.2% | +582.3% | +613.7% |
| 10Y | +1,587.5% | -18.9% | +1,606.5% | +1,453.0% |
| All | +3,344.5% | -20.8% | +3,365.4% | +2,380.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling