+23.4%
APD vs FIGR
-34.7%
+58.0%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | +0.9% |
| 7D | -1.2% | +5.1% | -6.2% | -1.1% |
| 30D | +11.0% | -15.0% | +26.0% | +10.9% |
| 3M | +2.6% | -13.1% | +15.7% | +2.5% |
| 6M | +4.8% | -37.9% | +42.8% | +4.1% |
| YTD | +31.0% | -40.8% | +71.8% | +29.5% |
| 1Y | +23.4% | -33.1% | +56.5% | +24.6% |
| All | +23.4% | -34.7% | +58.0% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling