+1,670.7%
LITE vs NOK
+131.9%
+1,538.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.3% | +8.4% | +9.6% |
| 7D | +3.4% | +2.2% | +1.2% | +3.3% |
| 30D | -34.9% | -14.7% | -20.1% | -28.8% |
| 3M | -21.0% | -10.6% | -10.4% | -14.6% |
| 6M | -38.5% | -39.4% | +0.9% | -21.4% |
| YTD | +75.8% | +30.4% | +45.4% | +69.8% |
| 1Y | +156.7% | +22.3% | +134.4% | +153.4% |
| 3Y | +1,498.6% | +157.6% | +1,341.0% | +1,071.7% |
| 5Y | +610.9% | +64.6% | +546.4% | +504.9% |
| 10Y | +1,670.7% | +132.5% | +1,538.2% | +1,105.2% |
| All | +1,670.7% | +131.9% | +1,538.7% | +1,105.2% |
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