+955.2%
APH vs AFL
+342.1%
+613.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.1% | -1.4% |
| 7D | -5.0% | +2.1% | -7.1% | -5.9% |
| 30D | -8.4% | +10.6% | -18.9% | -12.3% |
| 3M | -4.5% | +4.4% | -8.9% | -6.6% |
| 6M | +25.3% | +13.1% | +12.2% | +17.4% |
| YTD | +18.9% | +16.6% | +2.3% | +9.3% |
| 1Y | +11.9% | +13.8% | -1.9% | +3.9% |
| 3Y | +278.0% | +65.7% | +212.3% | +185.4% |
| 5Y | +306.4% | +153.1% | +153.3% | +145.6% |
| 10Y | +955.2% | +335.9% | +619.3% | +410.5% |
| All | +955.2% | +342.1% | +613.1% | +410.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 10y: compounded portfolio wealth divided by compounded AFL 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…
10y analysis · Full analysis span regression · 6 months rolling