-83.2%
FIG vs ASX
+262.7%
-345.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.0% | +4.8% | +2.8% |
| 7D | +3.4% | +12.4% | -9.0% | +3.1% |
| 30D | -9.5% | -19.8% | +10.4% | -10.4% |
| 3M | -26.2% | -10.3% | -15.9% | -26.3% |
| 6M | +2.7% | +1.2% | +1.5% | -0.6% |
| YTD | -48.0% | +123.0% | -171.0% | -62.6% |
| 1Y | -52.0% | +145.4% | -197.5% | -67.1% |
| All | -83.2% | +262.7% | -345.9% | -91.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling