+1.7%
AMT vs FIGR
-35.2%
+36.9%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.8% | +5.5% | +0.6% |
| 7D | +1.6% | +5.6% | -4.0% | +1.9% |
| 30D | +4.5% | -18.2% | +22.7% | +3.9% |
| 3M | +13.8% | -19.0% | +32.8% | +13.6% |
| 6M | +10.0% | -38.0% | +48.0% | +9.2% |
| YTD | +11.8% | -42.9% | +54.6% | +12.7% |
| 1Y | +10.2% | -37.9% | +48.2% | +11.5% |
| All | +1.7% | -35.2% | +36.9% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling