+12.0%
AFJK price history and return analytics
+18.7%
-6.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.9% | +3.7% | +2.6% |
| 7D | +3.3% | -2.0% | +5.3% | +2.6% |
| 30D | +4.9% | -1.4% | +6.3% | +4.5% |
| 3M | -66.6% | +4.7% | -71.3% | -65.5% |
| 6M | -53.4% | +11.4% | -64.7% | -49.6% |
| YTD | -80.3% | +13.1% | -93.4% | -76.4% |
| 1Y | +12.0% | +19.0% | -7.0% | +48.9% |
| All | +12.0% | +18.7% | -6.7% | +48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling