+37.8%
APH vs FIGR
+6.3%
+31.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.4% | -7.6% | -1.8% |
| 7D | +0.2% | +13.5% | -13.3% | -0.9% |
| 30D | -3.3% | +33.7% | -37.0% | -6.0% |
| 3M | +14.0% | +37.3% | -23.3% | +10.5% |
| 6M | +24.4% | +25.5% | -1.1% | +21.0% |
| YTD | +21.4% | -6.3% | +27.7% | +17.1% |
| All | +37.8% | +6.3% | +31.5% | +30.6% |
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