+536.3%
LITE vs RKT
+0.4%
+535.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +10.6% |
| 7D | -12.9% | +10.3% | -23.2% | -13.9% |
| 30D | -46.0% | +32.3% | -78.3% | -48.0% |
| 3M | -33.0% | +10.7% | -43.7% | -34.3% |
| 6M | -34.0% | -3.2% | -30.9% | -34.7% |
| YTD | +61.7% | -21.5% | +83.3% | +62.8% |
| 1Y | +148.3% | -6.0% | +154.3% | +144.2% |
| 3Y | +1,408.5% | +104.2% | +1,304.3% | +1,185.4% |
| 5Y | +546.2% | +2.5% | +543.7% | +465.6% |
| All | +536.3% | +0.4% | +535.9% | +445.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling