+1,172.1%
LITE vs NOK
+136.5%
+1,035.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.7% | +3.0% | +3.9% |
| 7D | -35.9% | -10.5% | -25.4% | -30.2% |
| 30D | -51.5% | -27.9% | -23.7% | -39.4% |
| 3M | -35.7% | -18.8% | -17.0% | -24.3% |
| 6M | -43.0% | -41.9% | -1.0% | -19.4% |
| YTD | +46.1% | +18.4% | +27.7% | +58.4% |
| 1Y | +124.7% | +10.9% | +113.9% | +148.0% |
| 3Y | +1,172.1% | +137.9% | +1,034.2% | +995.5% |
| All | +1,172.1% | +136.5% | +1,035.6% | +995.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling