+212.4%
ASX vs FIGR
-31.9%
+244.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +7.9% | +0.7% | +7.3% |
| 7D | -12.3% | +12.5% | -24.8% | -13.7% |
| 30D | -26.0% | -14.1% | -11.9% | -24.4% |
| 3M | -8.1% | -14.3% | +6.2% | -6.5% |
| 6M | +1.4% | -34.8% | +36.2% | +5.7% |
| YTD | +115.6% | -40.0% | +155.5% | +121.4% |
| 1Y | +128.0% | -32.9% | +161.0% | +130.5% |
| All | +212.4% | -31.9% | +244.3% | +208.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling