+2,614.7%
LITE vs AMCR
+13.3%
+2,601.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.8% | +2.2% |
| 7D | +13.6% | -6.3% | +19.9% | +16.5% |
| 30D | +21.6% | -7.1% | +28.7% | +24.7% |
| 3M | +20.3% | +12.7% | +7.7% | +12.8% |
| 6M | +54.4% | +5.2% | +49.2% | +48.1% |
| YTD | +168.3% | +8.1% | +160.3% | +153.4% |
| 1Y | +551.8% | +10.0% | +541.8% | +509.9% |
| 3Y | +1,891.5% | +6.6% | +1,884.9% | +1,768.9% |
| 5Y | +1,014.7% | -11.4% | +1,026.1% | +1,024.0% |
| 10Y | +2,614.7% | +13.3% | +2,601.4% | +2,139.1% |
| All | +2,614.7% | +13.3% | +2,601.4% | +2,139.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling