+1,003.0%
BE vs AFL
+219.2%
+783.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +6.2% |
| 7D | +9.0% | -1.6% | +10.7% | +10.2% |
| 30D | +16.3% | -4.0% | +20.3% | +19.2% |
| 3M | +10.8% | -0.5% | +11.3% | +8.8% |
| 6M | +73.2% | +6.5% | +66.7% | +61.0% |
| YTD | +217.4% | +6.2% | +211.2% | +191.1% |
| 1Y | +309.8% | +8.3% | +301.5% | +265.5% |
| 3Y | +1,726.2% | +62.5% | +1,663.6% | +1,052.8% |
| 5Y | +1,306.2% | +136.2% | +1,170.0% | +550.8% |
| All | +1,003.0% | +219.2% | +783.8% | +231.7% |
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