+651.5%
ADI vs AFL
+303.3%
+348.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +4.5% |
| 7D | +4.6% | -1.6% | +6.2% | +5.4% |
| 30D | -1.2% | -4.0% | +2.9% | +0.7% |
| 3M | -7.8% | -0.5% | -7.3% | -8.3% |
| 6M | +19.3% | +6.5% | +12.8% | +14.3% |
| YTD | +40.9% | +6.2% | +34.7% | +35.0% |
| 1Y | +54.5% | +8.3% | +46.2% | +46.1% |
| 3Y | +123.4% | +62.5% | +60.9% | +68.4% |
| 5Y | +142.3% | +136.2% | +6.1% | +47.7% |
| All | +651.5% | +303.3% | +348.2% | +275.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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