+901.5%
LITE vs NOK
+86.4%
+815.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.7% | +1.3% | +2.4% |
| 7D | -1.5% | -1.8% | +0.2% | -0.4% |
| 30D | +6.7% | +4.7% | +2.0% | +4.7% |
| 3M | -6.8% | -39.7% | +32.9% | +23.0% |
| 6M | +29.4% | +23.1% | +6.4% | +20.7% |
| YTD | +139.1% | +55.0% | +84.1% | +101.8% |
| 1Y | +521.0% | +118.0% | +403.0% | +336.7% |
| 3Y | +1,535.3% | +170.5% | +1,364.8% | +911.4% |
| All | +901.5% | +86.4% | +815.1% | +656.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling