+20,670.7%
AFL vs GEN
+8,558.9%
+12,111.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | 0.0% |
| 7D | +0.2% | -3.0% | +3.2% | +0.6% |
| 30D | +8.6% | +24.7% | -16.0% | +5.2% |
| 3M | +5.3% | +4.1% | +1.2% | +4.2% |
| 6M | +10.0% | +36.0% | -26.0% | +4.7% |
| YTD | +16.5% | +10.9% | +5.7% | +13.5% |
| 1Y | +12.7% | +12.2% | +0.5% | +9.6% |
| 3Y | +65.5% | +63.3% | +2.2% | +51.6% |
| 5Y | +148.5% | +29.0% | +119.4% | +132.4% |
| 10Y | +339.2% | +147.5% | +191.8% | +263.9% |
| All | +20,670.7% | +8,558.9% | +12,111.8% | +9,360.3% |
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 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