+10.2%
AFL vs IBB
+44.4%
-34.1%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.4% |
| 7D | -2.1% | -3.9% | +1.8% | -2.4% |
| 30D | -5.4% | +2.7% | -8.2% | -5.3% |
| 3M | -0.3% | +21.4% | -21.6% | +0.2% |
| 6M | +5.2% | +20.1% | -14.9% | +5.2% |
| YTD | +5.7% | +21.9% | -16.2% | +5.7% |
| 1Y | +10.2% | +44.1% | -33.9% | +11.7% |
| All | +10.2% | +44.4% | -34.1% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling