+490.8%
LITE vs AMP
+75.0%
+415.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.5% | +7.2% | +6.6% |
| 7D | -35.9% | +2.2% | -38.1% | -37.0% |
| 30D | -51.5% | +2.2% | -53.8% | -52.5% |
| 3M | -35.7% | -10.4% | -25.3% | -32.2% |
| 6M | -43.0% | +5.8% | -48.8% | -47.0% |
| YTD | +46.1% | +3.3% | +42.8% | +35.1% |
| 1Y | +124.7% | +11.1% | +113.6% | +96.8% |
| 3Y | +1,172.1% | +56.0% | +1,116.0% | +803.7% |
| All | +490.8% | +75.0% | +415.8% | +284.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling