-80.3%
FIG vs ASX
+306.0%
-386.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.1% | -11.8% | -5.4% |
| 7D | -16.4% | +6.3% | -22.7% | -16.1% |
| 30D | -2.3% | +6.4% | -8.7% | -2.0% |
| 3M | +7.8% | +13.1% | -5.3% | +5.5% |
| 6M | -21.8% | +90.3% | -112.1% | -36.0% |
| YTD | -39.1% | +149.6% | -188.8% | -56.2% |
| 1Y | -56.6% | +249.2% | -305.8% | -74.6% |
| All | -80.3% | +306.0% | -386.3% | -89.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling