+1,533.3%
LITE vs AMP
+585.0%
+948.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.7% | +7.0% | +8.8% |
| 7D | -12.9% | +3.1% | -16.0% | -14.1% |
| 30D | -46.0% | +3.9% | -49.9% | -47.2% |
| 3M | -33.0% | -5.8% | -27.2% | -31.7% |
| 6M | -34.0% | +12.1% | -46.1% | -39.5% |
| YTD | +61.7% | +7.1% | +54.6% | +49.9% |
| 1Y | +148.3% | +14.2% | +134.1% | +122.5% |
| 3Y | +1,408.5% | +62.5% | +1,346.0% | +1,047.6% |
| 5Y | +546.2% | +82.6% | +463.6% | +356.9% |
| 10Y | +1,533.3% | +515.9% | +1,017.4% | +562.6% |
| All | +1,533.3% | +585.0% | +948.3% | +562.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling