+358.4%
LIN vs AMP
+574.4%
-216.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -3.5% | +2.6% | -6.0% | -4.5% |
| 30D | -4.1% | +0.8% | -4.9% | -4.5% |
| 3M | -6.4% | +24.3% | -30.6% | -14.5% |
| 6M | -2.4% | +20.6% | -23.0% | -10.1% |
| YTD | +10.9% | +14.6% | -3.7% | +3.7% |
| 1Y | 0.0% | +14.5% | -14.5% | -6.7% |
| 3Y | +25.8% | +67.9% | -42.1% | -2.9% |
| 5Y | +60.8% | +122.5% | -61.7% | +8.2% |
| 10Y | +358.4% | +573.3% | -214.9% | +105.1% |
| All | +358.4% | +574.4% | -216.0% | +105.1% |
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