+134.5%
AFL vs LNT
+30.4%
+104.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -3.3% | -1.1% | -2.2% | -2.9% |
| 30D | -5.0% | -1.9% | -3.0% | -4.3% |
| 3M | -1.8% | -7.2% | +5.4% | +1.1% |
| 6M | +4.8% | -3.9% | +8.7% | +6.3% |
| YTD | +5.4% | +5.9% | -0.4% | +2.5% |
| 1Y | +9.0% | +8.4% | +0.6% | +4.9% |
| 3Y | +63.0% | +46.6% | +16.4% | +39.6% |
| 5Y | +134.5% | +32.4% | +102.1% | +103.2% |
| All | +134.5% | +30.4% | +104.1% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 5y: compounded portfolio wealth divided by compounded LNT 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…
5y analysis · Full analysis span regression · 6 months rolling