+246.5%
BBY vs AFL
+303.3%
-56.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.7% |
| 7D | +0.6% | -1.6% | +2.2% | +1.4% |
| 30D | +9.4% | -4.0% | +13.4% | +11.6% |
| 3M | +19.3% | -0.5% | +19.8% | +19.4% |
| 6M | +47.9% | +6.5% | +41.4% | +42.4% |
| YTD | +39.6% | +6.2% | +33.4% | +34.5% |
| 1Y | +22.2% | +8.3% | +13.9% | +16.3% |
| 3Y | +45.0% | +62.5% | -17.6% | +9.9% |
| 5Y | +2.6% | +136.2% | -133.6% | -36.9% |
| All | +246.5% | +303.3% | -56.7% | +64.1% |
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