+45.0%
BBY vs AFL
+63.5%
-18.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.9% |
| 7D | +0.6% | -1.6% | +2.2% | +1.0% |
| 30D | +9.4% | -4.0% | +13.4% | +10.5% |
| 3M | +19.3% | -0.5% | +19.8% | +19.3% |
| 6M | +47.9% | +6.5% | +41.4% | +44.3% |
| YTD | +39.6% | +6.2% | +33.4% | +36.4% |
| 1Y | +22.2% | +8.3% | +13.9% | +18.4% |
| 3Y | +45.0% | +62.5% | -17.6% | +25.3% |
| All | +45.0% | +63.5% | -18.6% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling