+1,103.8%
LITE vs AMC
-72.0%
+1,175.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -12.5% | -6.2% | -17.7% |
| 7D | -44.6% | 0.0% | -44.6% | -44.5% |
| 30D | -55.0% | +4.4% | -59.4% | -55.1% |
| 3M | -38.3% | +15.4% | -53.7% | -39.1% |
| 6M | -48.8% | +93.7% | -142.5% | -52.4% |
| YTD | +38.3% | +97.4% | -59.2% | +27.0% |
| 1Y | +119.0% | +23.2% | +95.8% | +110.9% |
| All | +1,103.8% | -72.0% | +1,175.8% | +1,513.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling