+20,851.3%
AFL vs BN
+15,531.3%
+5,320.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.6% |
| 7D | +2.9% | -1.0% | +3.9% | +3.2% |
| 30D | +8.0% | +14.0% | -6.0% | +1.7% |
| 3M | +5.9% | -9.0% | +14.9% | +9.7% |
| 6M | +11.6% | -8.8% | +20.5% | +14.9% |
| YTD | +17.5% | -10.3% | +27.8% | +20.5% |
| 1Y | +13.3% | -5.8% | +19.1% | +13.5% |
| 3Y | +67.0% | +94.8% | -27.8% | +16.2% |
| 5Y | +150.6% | +31.5% | +119.2% | +100.8% |
| 10Y | +343.1% | +291.9% | +51.2% | +117.9% |
| All | +20,851.3% | +15,531.3% | +5,320.0% | +4,786.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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