+20.7%
AFJK price history and return analytics
+63.1%
-42.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.2% |
| 7D | +0.3% | -0.1% | +0.5% | +0.3% |
| 30D | +2.4% | -0.7% | +3.1% | +2.4% |
| 3M | -71.5% | +4.0% | -75.5% | -71.3% |
| 6M | -54.0% | +12.3% | -66.3% | -53.2% |
| YTD | -80.9% | +14.0% | -94.9% | -80.4% |
| 1Y | +8.9% | +20.3% | -11.4% | +12.5% |
| All | +20.7% | +63.1% | -42.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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