+261.7%
ASX vs FIGR
+6.3%
+255.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +6.4% | -0.3% | +5.2% |
| 7D | +6.3% | +13.5% | -7.2% | +4.5% |
| 30D | +6.4% | +33.7% | -27.3% | +1.9% |
| 3M | +13.1% | +37.3% | -24.2% | +8.2% |
| 6M | +90.3% | +25.5% | +64.8% | +83.6% |
| YTD | +149.6% | -6.3% | +155.9% | +141.3% |
| All | +261.7% | +6.3% | +255.5% | +235.7% |
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 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