+2,331.5%
JCI vs AFL
+18,542.8%
-16,211.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.6% |
| 7D | +5.1% | -0.7% | +5.9% | +5.4% |
| 30D | -3.8% | -7.1% | +3.3% | -1.4% |
| 3M | +1.9% | +0.4% | +1.5% | +1.4% |
| 6M | +11.2% | +4.5% | +6.7% | +9.0% |
| YTD | +22.9% | +6.1% | +16.9% | +19.8% |
| 1Y | +37.4% | +10.6% | +26.8% | +31.9% |
| 3Y | +167.8% | +64.0% | +103.8% | +122.7% |
| 5Y | +115.0% | +133.7% | -18.7% | +58.4% |
| 10Y | +325.3% | +298.0% | +27.3% | +158.8% |
| All | +2,331.5% | +18,542.8% | -16,211.3% | +335.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling