+521.0%
LITE vs MKSI
+162.5%
+358.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +4.3% | -0.3% | 0.0% |
| 7D | -1.5% | +1.8% | -3.3% | -3.1% |
| 30D | +6.7% | -16.8% | +23.4% | +27.0% |
| 3M | -6.8% | -21.1% | +14.3% | +14.1% |
| 6M | +29.4% | +10.8% | +18.6% | +15.1% |
| YTD | +139.1% | +63.3% | +75.8% | +49.7% |
| 1Y | +521.0% | +157.0% | +364.0% | +190.4% |
| All | +521.0% | +162.5% | +358.5% | +190.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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