+3,406.8%
LITE vs NOK
+56.5%
+3,350.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +6.8% | +3.9% | +7.6% |
| 7D | -12.9% | -1.4% | -11.4% | -11.6% |
| 30D | -46.0% | -21.0% | -24.9% | -39.1% |
| 3M | -33.0% | -12.6% | -20.4% | -27.0% |
| 6M | -34.0% | -36.2% | +2.2% | -17.7% |
| YTD | +61.7% | +26.4% | +35.3% | +58.8% |
| 1Y | +148.3% | +19.6% | +128.7% | +148.3% |
| 3Y | +1,408.5% | +152.6% | +1,255.9% | +1,037.7% |
| 5Y | +546.2% | +57.3% | +488.9% | +465.5% |
| 10Y | +1,533.3% | +123.8% | +1,409.5% | +1,060.6% |
| All | +3,406.8% | +56.5% | +3,350.3% | +2,436.3% |
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 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