+1,000.9%
LITE vs AMIX
-99.9%
+1,100.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -3.0% | -4.8% | -7.8% |
| 7D | -31.4% | -25.1% | -6.3% | -31.1% |
| 30D | -42.6% | -54.5% | +11.9% | -41.9% |
| 3M | -26.2% | -91.7% | +65.5% | -23.6% |
| 6M | -35.8% | -79.4% | +43.7% | -37.0% |
| YTD | +70.0% | -86.1% | +156.1% | +67.5% |
| 1Y | +232.7% | -91.6% | +324.3% | +229.3% |
| All | +1,000.9% | -99.9% | +1,100.9% | +975.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling