+31.0%
AAPL vs FIG
-55.0%
+86.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.4% | +0.2% |
| 7D | +4.1% | +3.4% | +0.7% | +3.9% |
| 30D | +4.0% | -9.5% | +13.4% | +4.5% |
| 3M | +16.8% | -26.2% | +43.0% | +18.6% |
| 6M | +19.4% | +2.7% | +16.7% | +17.0% |
| YTD | +31.5% | -48.0% | +79.5% | +32.7% |
| 1Y | +31.0% | -52.0% | +83.0% | +33.1% |
| All | +31.0% | -55.0% | +86.0% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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