+8.4%
APD vs FIGR
-31.9%
+40.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.9% | -5.9% | +2.1% |
| 7D | -1.6% | +12.5% | -14.1% | -1.5% |
| 30D | +10.6% | -14.1% | +24.7% | +10.5% |
| 3M | +2.5% | -14.3% | +16.8% | +2.4% |
| 6M | +6.0% | -34.8% | +40.8% | +5.3% |
| YTD | +28.4% | -40.0% | +68.4% | +27.1% |
| 1Y | +22.2% | -32.9% | +55.1% | +21.7% |
| All | +8.4% | -31.9% | +40.3% | +8.3% |
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