+2,614.7%
LITE vs AMP
+570.9%
+2,043.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.5% |
| 7D | +13.6% | 0.0% | +13.6% | +13.5% |
| 30D | +21.6% | -1.0% | +22.6% | +21.8% |
| 3M | +20.3% | +23.2% | -2.9% | +6.1% |
| 6M | +54.4% | +20.4% | +34.0% | +37.3% |
| YTD | +168.3% | +13.6% | +154.7% | +143.3% |
| 1Y | +551.8% | +13.4% | +538.5% | +493.6% |
| 3Y | +1,891.5% | +66.5% | +1,825.0% | +1,413.4% |
| 5Y | +1,014.7% | +120.2% | +894.5% | +628.2% |
| 10Y | +2,614.7% | +576.5% | +2,038.2% | +959.3% |
| All | +2,614.7% | +570.9% | +2,043.8% | +959.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling