+562.5%
LITE vs AMP
+80.8%
+481.6%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.6% | -5.2% |
| 7D | +10.8% | +3.9% | +6.8% | +8.3% |
| 30D | -33.4% | +5.1% | -38.6% | -35.7% |
| 3M | -32.2% | -8.7% | -23.6% | -29.1% |
| 6M | -42.1% | +11.4% | -53.5% | -47.8% |
| YTD | +61.9% | +7.3% | +54.5% | +46.3% |
| 1Y | +163.0% | +14.6% | +148.4% | +126.3% |
| 3Y | +1,358.0% | +61.2% | +1,296.8% | +916.6% |
| All | +562.5% | +80.8% | +481.6% | +322.4% |
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 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