+232.7%
LITE vs RKT
-9.4%
+242.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +8.7% | -16.5% | -7.5% |
| 7D | -31.4% | +29.7% | -61.2% | -31.3% |
| 30D | -42.6% | +28.5% | -71.1% | -42.4% |
| 3M | -26.2% | +6.4% | -32.6% | -25.4% |
| 6M | -35.8% | +7.1% | -42.9% | -35.7% |
| YTD | +70.0% | -22.5% | +92.5% | +65.3% |
| 1Y | +232.7% | -10.4% | +243.2% | +204.0% |
| All | +232.7% | -9.4% | +242.2% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling