+342.5%
AFL vs GEN
+152.9%
+189.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.5% |
| 7D | +2.9% | +2.0% | +0.8% | +2.5% |
| 30D | +8.0% | +27.7% | -19.8% | +3.6% |
| 3M | +5.9% | +3.3% | +2.6% | +4.8% |
| 6M | +11.6% | +31.8% | -20.2% | +5.8% |
| YTD | +17.5% | +13.5% | +4.0% | +13.7% |
| 1Y | +13.3% | +16.0% | -2.8% | +9.1% |
| 3Y | +67.0% | +70.6% | -3.6% | +48.9% |
| 5Y | +150.6% | +32.1% | +118.5% | +129.6% |
| All | +342.5% | +152.9% | +189.5% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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