+2,586.1%
LITE vs AMP
+576.7%
+2,009.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.4% |
| 7D | +12.6% | +2.6% | +10.0% | +11.0% |
| 30D | +9.9% | +0.8% | +9.1% | +9.0% |
| 3M | +9.3% | +24.3% | -15.0% | -4.0% |
| 6M | +75.2% | +20.6% | +54.7% | +55.7% |
| YTD | +165.5% | +14.6% | +150.8% | +139.6% |
| 1Y | +555.0% | +14.5% | +540.4% | +493.2% |
| 3Y | +1,870.5% | +67.9% | +1,802.5% | +1,390.8% |
| 5Y | +1,009.8% | +122.5% | +887.3% | +621.2% |
| All | +2,586.1% | +576.7% | +2,009.4% | +943.4% |
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