+44.5%
AAPL vs FIG
-58.7%
+103.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.5% |
| 7D | -0.5% | -12.2% | +11.7% | +0.3% |
| 30D | +7.1% | -11.0% | +18.1% | +7.7% |
| 3M | +12.1% | +11.9% | +0.2% | +10.2% |
| 6M | +25.4% | -21.9% | +47.3% | +25.0% |
| YTD | +20.5% | -40.8% | +61.2% | +22.1% |
| 1Y | +44.5% | -56.6% | +101.2% | +53.0% |
| All | +44.5% | -58.7% | +103.2% | +53.0% |
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