+562.5%
LITE vs NOK
+60.1%
+502.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.5% | -2.0% | -2.8% |
| 7D | +10.8% | +5.4% | +5.4% | +7.5% |
| 30D | -33.4% | -14.1% | -19.3% | -25.3% |
| 3M | -32.2% | -23.6% | -8.7% | -17.7% |
| 6M | -42.1% | -45.1% | +3.0% | -15.8% |
| YTD | +61.9% | +24.7% | +37.1% | +59.7% |
| 1Y | +163.0% | +19.0% | +144.0% | +163.9% |
| 3Y | +1,358.0% | +147.0% | +1,211.0% | +873.3% |
| All | +562.5% | +60.1% | +502.3% | +493.8% |
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