+163.0%
LITE vs RKT
-23.8%
+186.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | +10.8% | -9.0% | +19.7% | +10.6% |
| 30D | -33.4% | +30.2% | -63.6% | -33.9% |
| 3M | -32.2% | -8.8% | -23.4% | -31.2% |
| 6M | -42.1% | -0.9% | -41.2% | -41.7% |
| YTD | +61.9% | -29.2% | +91.0% | +53.7% |
| 1Y | +163.0% | -20.1% | +183.0% | +125.4% |
| All | +163.0% | -23.8% | +186.8% | +125.4% |
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