+34.5%
LYV vs AFL
+16.4%
+18.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.8% | -1.1% |
| 7D | +1.9% | +2.2% | -0.3% | +1.9% |
| 30D | +5.5% | +11.1% | -5.6% | +5.3% |
| 3M | -1.2% | +1.0% | -2.3% | -1.4% |
| 6M | +15.3% | +11.4% | +3.8% | +14.8% |
| YTD | +27.2% | +16.3% | +10.9% | +22.8% |
| 1Y | +34.5% | +15.9% | +18.6% | +30.4% |
| All | +34.5% | +16.4% | +18.1% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling