+795.3%
LITE vs AMIX
-100.0%
+895.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -5.6% | -13.1% | -18.6% |
| 7D | -44.6% | -25.5% | -19.1% | -44.3% |
| 30D | -55.0% | -56.2% | +1.2% | -54.4% |
| 3M | -38.3% | -87.4% | +49.1% | -36.4% |
| 6M | -48.8% | -80.9% | +32.2% | -49.6% |
| YTD | +38.3% | -86.8% | +125.1% | +36.4% |
| 1Y | +119.0% | -91.3% | +210.3% | +116.9% |
| All | +795.3% | -100.0% | +895.3% | +775.4% |
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