+5,083.9%
LITE vs NOK
+91.9%
+4,991.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.7% | +1.3% | +2.9% |
| 7D | -1.5% | -1.8% | +0.2% | -0.8% |
| 30D | +6.7% | +4.7% | +2.0% | +5.3% |
| 3M | -6.8% | -39.7% | +32.9% | +14.7% |
| 6M | +29.4% | +23.1% | +6.4% | +23.2% |
| YTD | +139.1% | +55.0% | +84.1% | +110.8% |
| 1Y | +521.0% | +118.0% | +403.0% | +381.2% |
| 3Y | +1,535.3% | +170.5% | +1,364.8% | +1,059.8% |
| 5Y | +889.8% | +84.9% | +805.0% | +686.3% |
| 10Y | +2,400.7% | +112.0% | +2,288.7% | +1,555.3% |
| All | +5,083.9% | +91.9% | +4,991.9% | +3,266.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling