+52.7%
AAPL vs FIG
-74.1%
+126.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | -0.1% |
| 7D | -3.0% | -14.5% | +11.5% | -2.2% |
| 30D | +2.3% | -13.3% | +15.6% | +2.9% |
| 3M | +8.6% | +7.4% | +1.2% | +7.4% |
| 6M | +21.6% | -27.8% | +49.3% | +21.5% |
| YTD | +16.3% | -41.1% | +57.4% | +17.0% |
| 1Y | +35.1% | -58.7% | +93.8% | +38.0% |
| All | +52.7% | -74.1% | +126.8% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling