+1,483.3%
LIN vs AMP
+1,889.4%
-406.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | +0.2% | +2.2% | -2.0% | -0.7% |
| 30D | +6.5% | +2.2% | +4.2% | +5.4% |
| 3M | +5.5% | -10.4% | +15.9% | +9.5% |
| 6M | +3.3% | +5.8% | -2.5% | +0.5% |
| YTD | +22.0% | +3.3% | +18.8% | +18.8% |
| 1Y | +25.7% | +11.1% | +14.7% | +18.9% |
| 3Y | +36.2% | +56.0% | -19.8% | +10.8% |
| 5Y | +66.1% | +76.1% | -10.0% | +27.2% |
| 10Y | +431.0% | +590.2% | -159.3% | +126.7% |
| All | +1,483.3% | +1,889.4% | -406.1% | +287.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling