-83.7%
FIG vs ASX
+222.7%
-306.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.4% | -4.4% | +1.9% |
| 7D | -13.1% | -19.9% | +6.8% | -13.2% |
| 30D | -13.0% | -30.9% | +17.9% | -13.8% |
| 3M | -21.5% | -15.1% | -6.4% | -21.2% |
| 6M | -2.5% | -6.5% | +4.0% | -6.5% |
| YTD | -49.7% | +98.4% | -148.1% | -63.8% |
| 1Y | -59.1% | +107.9% | -167.0% | -71.2% |
| All | -83.7% | +222.7% | -306.4% | -91.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling