+232.7%
LITE vs NOK
+19.5%
+213.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.6% | -5.3% | -5.6% |
| 7D | -31.4% | -10.4% | -21.0% | -24.0% |
| 30D | -42.6% | -19.0% | -23.6% | -30.5% |
| 3M | -26.2% | -16.7% | -9.5% | -12.3% |
| 6M | -35.8% | -37.1% | +1.3% | -5.9% |
| YTD | +70.0% | +27.7% | +42.4% | +55.7% |
| 1Y | +232.7% | +21.3% | +211.4% | +218.3% |
| All | +232.7% | +19.5% | +213.2% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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