-51.7%
FIG vs ASX
+144.4%
-196.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -3.9% | +9.2% | +4.6% |
| 7D | -4.7% | -14.6% | +9.9% | -6.8% |
| 30D | +0.5% | -21.1% | +21.6% | -2.6% |
| 3M | -18.4% | -3.1% | -15.3% | -18.0% |
| 6M | +10.9% | +17.4% | -6.5% | +9.0% |
| YTD | -40.8% | +135.3% | -176.1% | -50.7% |
| 1Y | -51.7% | +146.5% | -198.2% | -60.2% |
| All | -51.7% | +144.4% | -196.1% | -60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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