+521.0%
LITE vs AMIX
-81.0%
+602.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.0% |
| 7D | -1.5% | -13.7% | +12.2% | -1.3% |
| 30D | +6.7% | -62.1% | +68.7% | +8.1% |
| 3M | -6.8% | -46.2% | +39.4% | -6.1% |
| 6M | +29.4% | -46.4% | +75.9% | +29.6% |
| YTD | +139.1% | -60.3% | +199.3% | +144.5% |
| 1Y | +521.0% | -79.7% | +600.7% | +605.1% |
| All | +521.0% | -81.0% | +602.0% | +605.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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