+1,701.5%
AFL vs BB
+314.8%
+1,386.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.1% |
| 7D | +2.9% | +1.8% | +1.0% | +2.7% |
| 30D | +8.0% | +8.1% | -0.2% | +6.8% |
| 3M | +5.9% | -1.0% | +6.9% | +5.3% |
| 6M | +11.6% | +45.9% | -34.3% | +5.8% |
| YTD | +17.5% | +134.8% | -117.3% | +5.9% |
| 1Y | +13.3% | +104.6% | -91.3% | +3.3% |
| 3Y | +67.0% | +152.8% | -85.8% | +44.2% |
| 5Y | +150.6% | -17.4% | +168.1% | +135.6% |
| 10Y | +343.1% | +22.4% | +320.6% | +258.3% |
| All | +1,701.5% | +314.8% | +1,386.7% | +1,301.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling