+2,502.5%
LITE vs NOK
+122.4%
+2,380.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.2% | +4.9% | +8.3% |
| 7D | +12.6% | +7.3% | +5.4% | +9.4% |
| 30D | +9.9% | +13.8% | -3.9% | +4.8% |
| 3M | +9.3% | -27.0% | +36.3% | +26.1% |
| 6M | +75.2% | +37.6% | +37.6% | +58.8% |
| YTD | +165.5% | +64.6% | +100.9% | +126.4% |
| 1Y | +555.0% | +132.0% | +423.0% | +386.5% |
| 3Y | +1,870.5% | +183.7% | +1,686.8% | +1,237.9% |
| 5Y | +1,009.8% | +101.3% | +908.5% | +740.2% |
| 10Y | +2,502.5% | +122.4% | +2,380.1% | +1,589.6% |
| All | +2,502.5% | +122.4% | +2,380.1% | +1,589.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling