+5,083.9%
LITE vs KWEB
-14.3%
+5,098.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.0% | +2.0% | +3.2% |
| 7D | -1.5% | -1.0% | -0.5% | -1.1% |
| 30D | +6.7% | -8.7% | +15.4% | +10.2% |
| 3M | -6.8% | -4.0% | -2.8% | -5.8% |
| 6M | +29.4% | -13.1% | +42.6% | +36.3% |
| YTD | +139.1% | -23.5% | +162.6% | +162.5% |
| 1Y | +521.0% | -27.2% | +548.2% | +597.9% |
| 3Y | +1,535.3% | -2.1% | +1,537.4% | +1,503.6% |
| 5Y | +889.8% | -40.8% | +930.6% | +1,006.5% |
| 10Y | +2,400.7% | -17.5% | +2,418.2% | +2,172.6% |
| All | +5,083.9% | -14.3% | +5,098.1% | +3,552.2% |
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