+295.8%
AFL vs BB
+1.6%
+294.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.6% |
| 7D | -1.6% | -0.4% | -1.3% | -1.6% |
| 30D | -4.0% | -12.5% | +8.5% | -3.1% |
| 3M | -0.5% | -17.4% | +16.9% | +0.3% |
| 6M | +6.5% | +119.1% | -112.6% | -1.9% |
| YTD | +6.2% | +102.4% | -96.2% | -1.6% |
| 1Y | +8.3% | +98.2% | -89.9% | +0.1% |
| 3Y | +62.5% | +46.9% | +15.6% | +50.3% |
| 5Y | +136.2% | -26.4% | +162.6% | +128.2% |
| All | +295.8% | +1.6% | +294.2% | +188.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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