+10.3%
LIN vs AAOX
-93.2%
+103.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -10.8% | +11.5% | +0.6% |
| 7D | +2.1% | -3.4% | +5.4% | +2.1% |
| 30D | +6.8% | -72.8% | +79.6% | +6.3% |
| 3M | +10.4% | -90.7% | +101.0% | +9.6% |
| 6M | +3.2% | -98.2% | +101.3% | +3.6% |
| All | +10.3% | -93.2% | +103.6% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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