-56.6%
FIG vs ASX
+256.3%
-312.9%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.1% | -11.8% | -5.3% |
| 7D | -16.4% | +6.3% | -22.7% | -16.0% |
| 30D | -2.3% | +6.4% | -8.7% | -1.9% |
| 3M | +7.8% | +13.1% | -5.3% | +6.0% |
| 6M | -21.8% | +90.3% | -112.1% | -35.6% |
| YTD | -39.1% | +149.6% | -188.8% | -56.4% |
| 1Y | -56.6% | +249.2% | -305.8% | -76.4% |
| All | -56.6% | +256.3% | -312.9% | -76.4% |
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 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