+295.8%
AFL vs BEN
+56.6%
+239.2%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.6% | -3.1% | +1.5% | -0.5% |
| 30D | -4.0% | +0.2% | -4.2% | -4.2% |
| 3M | -0.5% | +6.8% | -7.4% | -3.4% |
| 6M | +6.5% | +38.1% | -31.6% | -6.9% |
| YTD | +6.2% | +44.3% | -38.2% | -9.1% |
| 1Y | +8.3% | +42.6% | -34.3% | -7.2% |
| 3Y | +62.5% | +52.3% | +10.2% | +30.2% |
| 5Y | +136.2% | +37.6% | +98.5% | +90.1% |
| All | +295.8% | +56.6% | +239.2% | +164.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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