+187.6%
ASX vs FIGR
-36.9%
+224.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +8.7% | -2.3% | +4.9% |
| 7D | -19.9% | +5.3% | -25.2% | -20.3% |
| 30D | -30.9% | -17.9% | -13.0% | -28.7% |
| 3M | -15.1% | -20.5% | +5.5% | -12.5% |
| 6M | -6.5% | -40.2% | +33.7% | -1.2% |
| YTD | +98.4% | -44.4% | +142.8% | +106.5% |
| 1Y | +107.9% | -36.3% | +144.2% | +112.1% |
| All | +187.6% | -36.9% | +224.4% | +187.3% |
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