+33.2%
LNT vs AMP
+122.1%
-88.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | -1.0% | -0.5% | -0.5% | -1.0% |
| 30D | -4.2% | -1.3% | -2.9% | -4.1% |
| 3M | -6.7% | +24.2% | -30.9% | -9.8% |
| 6M | -3.6% | +24.6% | -28.1% | -7.0% |
| YTD | +5.9% | +14.8% | -8.9% | +3.1% |
| 1Y | +7.3% | +12.8% | -5.5% | +4.7% |
| 3Y | +46.5% | +69.0% | -22.5% | +29.7% |
| All | +33.2% | +122.1% | -88.9% | +11.5% |
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