+129.4%
LITE vs AMCR
+13.7%
+115.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.6% | +10.1% | +10.7% |
| 7D | -12.9% | -7.9% | -5.0% | -13.1% |
| 30D | -46.0% | +8.2% | -54.2% | -45.6% |
| 3M | -33.0% | -4.3% | -28.7% | -32.2% |
| 6M | -34.0% | +16.6% | -50.6% | -35.5% |
| YTD | +61.7% | +13.1% | +48.6% | +73.7% |
| All | +129.4% | +13.7% | +115.6% | +147.9% |
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