+1,533.3%
LITE vs AMC
-98.6%
+1,631.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +8.3% | +2.4% | +10.4% |
| 7D | -12.9% | +6.6% | -19.5% | -13.0% |
| 30D | -46.0% | +14.1% | -60.1% | -46.2% |
| 3M | -33.0% | +31.3% | -64.3% | -33.8% |
| 6M | -34.0% | +126.7% | -160.7% | -36.6% |
| YTD | +61.7% | +117.9% | -56.2% | +55.3% |
| 1Y | +148.3% | +41.1% | +107.2% | +142.3% |
| 3Y | +1,408.5% | -61.0% | +1,469.5% | +1,409.1% |
| 5Y | +546.2% | -99.1% | +645.3% | +597.6% |
| 10Y | +1,533.3% | -98.7% | +1,632.0% | +1,627.9% |
| All | +1,533.3% | -98.6% | +1,631.9% | +1,627.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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