+12.7%
AFL vs URA
-29.1%
+41.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | -0.8% |
| 7D | +0.2% | +4.5% | -4.2% | +0.7% |
| 30D | +8.6% | -13.4% | +22.1% | +7.4% |
| 3M | +5.3% | -28.4% | +33.7% | +2.5% |
| 6M | +10.0% | -40.5% | +50.5% | +6.5% |
| YTD | +16.5% | -24.3% | +40.8% | +13.3% |
| 1Y | +12.7% | -28.8% | +41.5% | +9.1% |
| All | +12.7% | -29.1% | +41.8% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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