+5,666.6%
AFL vs AEIS
+2,641.0%
+3,025.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.8% | -4.5% | -2.2% |
| 7D | -0.7% | +8.1% | -8.9% | -1.9% |
| 30D | -7.1% | -11.1% | +4.0% | -5.7% |
| 3M | +0.4% | -5.6% | +6.1% | -0.2% |
| 6M | +4.5% | -0.6% | +5.2% | +2.1% |
| YTD | +6.1% | +38.0% | -32.0% | -1.9% |
| 1Y | +10.6% | +87.2% | -76.7% | -3.0% |
| 3Y | +64.0% | +179.7% | -115.7% | +31.6% |
| 5Y | +133.7% | +241.7% | -108.0% | +78.8% |
| 10Y | +298.0% | +547.2% | -249.2% | +164.3% |
| All | +5,666.6% | +2,641.0% | +3,025.6% | +2,459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling