+19,143.8%
AFL vs GEN
+8,838.9%
+10,305.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.7% |
| 7D | +0.6% | -1.2% | +1.8% | +0.7% |
| 30D | -6.2% | +10.1% | -16.3% | -7.5% |
| 3M | +2.2% | +16.1% | -13.9% | -0.1% |
| 6M | +5.3% | +38.9% | -33.6% | 0.0% |
| YTD | +8.0% | +14.4% | -6.5% | +5.2% |
| 1Y | +10.2% | +5.9% | +4.4% | +8.5% |
| 3Y | +67.1% | +58.8% | +8.3% | +54.1% |
| 5Y | +135.6% | +24.7% | +110.9% | +122.3% |
| 10Y | +299.4% | +163.1% | +136.3% | +229.4% |
| All | +19,143.8% | +8,838.9% | +10,305.0% | +8,665.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling