+232.7%
LITE vs AMP
+18.6%
+214.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.5% | -12.3% | -6.7% |
| 7D | -31.4% | +7.7% | -39.1% | -30.0% |
| 30D | -42.6% | +6.6% | -49.1% | -41.4% |
| 3M | -26.2% | -4.7% | -21.5% | -25.9% |
| 6M | -35.8% | +12.9% | -48.7% | -36.0% |
| YTD | +70.0% | +8.6% | +61.4% | +64.9% |
| 1Y | +232.7% | +18.2% | +214.5% | +188.2% |
| All | +232.7% | +18.6% | +214.2% | +188.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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