+11.1%
APD vs FIGR
-29.9%
+41.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.1% |
| 7D | +3.8% | +11.0% | -7.1% | +3.9% |
| 30D | +8.2% | +0.7% | +7.5% | +8.2% |
| 3M | +4.3% | -20.9% | +25.2% | +4.1% |
| 6M | +4.7% | -37.7% | +42.4% | +3.8% |
| YTD | +31.5% | -38.2% | +69.8% | +30.2% |
| 1Y | +23.5% | -27.1% | +50.6% | +23.3% |
| All | +11.1% | -29.9% | +41.0% | +10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling