+2,771.1%
NOW vs AFL
+680.3%
+2,090.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | +20.5% | -6.2% | +26.7% | +23.2% |
| 3M | +18.3% | +2.2% | +16.2% | +17.1% |
| 6M | +24.1% | +5.3% | +18.8% | +21.2% |
| YTD | -7.8% | +8.0% | -15.7% | -11.1% |
| 1Y | -21.4% | +10.2% | -31.6% | -25.1% |
| 3Y | +19.5% | +67.1% | -47.5% | -4.7% |
| 5Y | +4.1% | +135.6% | -131.5% | -28.6% |
| 10Y | +826.4% | +299.4% | +527.1% | +355.6% |
| All | +2,771.1% | +680.3% | +2,090.8% | +904.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling