-0.1%
AAL vs FIGR
+5.9%
-6.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -1.3% | +14.9% | -16.2% | -2.4% |
| 30D | -13.7% | +32.3% | -46.0% | -15.7% |
| 3M | -8.2% | +34.8% | -43.0% | -10.5% |
| 6M | +13.1% | +16.8% | -3.7% | +10.6% |
| YTD | -15.6% | -6.7% | -8.9% | -17.6% |
| All | -0.1% | +5.9% | -6.0% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling