+232.7%
LITE vs AMCR
+32.3%
+200.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.3% | -11.1% | -7.6% |
| 7D | -31.4% | +6.2% | -37.6% | -31.3% |
| 30D | -42.6% | +16.0% | -58.6% | -42.7% |
| 3M | -26.2% | +4.4% | -30.6% | -25.6% |
| 6M | -35.8% | +35.5% | -71.3% | -40.5% |
| YTD | +70.0% | +21.5% | +48.5% | +69.2% |
| 1Y | +232.7% | +30.7% | +202.0% | +184.3% |
| All | +232.7% | +32.3% | +200.5% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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