+13.0%
APH vs FIGR
-34.3%
+47.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +7.9% | +0.3% | +7.5% |
| 7D | +1.1% | +12.5% | -11.4% | +0.1% |
| 30D | -7.5% | -14.1% | +6.6% | -6.7% |
| 3M | -4.4% | -14.3% | +9.9% | -4.1% |
| 6M | +26.5% | -34.8% | +61.3% | +28.4% |
| YTD | +20.0% | -40.0% | +60.0% | +17.9% |
| All | +13.0% | -34.3% | +47.3% | +9.7% |
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