+293.1%
AFL vs GEN
+157.3%
+135.7%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -3.3% | -4.3% | +1.1% | -2.6% |
| 30D | -5.0% | +3.8% | -8.7% | -5.6% |
| 3M | -1.8% | +22.3% | -24.0% | -5.2% |
| 6M | +4.8% | +39.0% | -34.1% | -1.5% |
| YTD | +5.4% | +11.9% | -6.5% | +2.7% |
| 1Y | +9.0% | +4.5% | +4.5% | +7.3% |
| 3Y | +63.0% | +59.0% | +4.0% | +47.5% |
| 5Y | +134.5% | +22.0% | +112.5% | +118.5% |
| All | +293.1% | +157.3% | +135.7% | +208.3% |
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