+1,568.0%
LITE vs AMP
+452.8%
+1,115.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.3% | -2.3% | -2.9% |
| 7D | +22.6% | +1.2% | +21.4% | +21.9% |
| 30D | -36.8% | +4.4% | -41.2% | -38.4% |
| 3M | -33.0% | -8.8% | -24.2% | -30.4% |
| 6M | -37.1% | +9.9% | -47.0% | -41.7% |
| YTD | +69.5% | +6.1% | +63.4% | +57.7% |
| 1Y | +146.1% | +10.6% | +135.5% | +124.4% |
| 3Y | +1,440.8% | +58.8% | +1,382.0% | +1,081.9% |
| 5Y | +580.4% | +79.0% | +501.5% | +383.8% |
| All | +1,568.0% | +452.8% | +1,115.1% | +482.7% |
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