+15.6%
FIGR vs RJF
+8.0%
+7.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | +0.8% |
| 7D | -0.2% | -0.6% | +0.3% | +0.5% |
| 30D | +25.2% | -1.3% | +26.4% | +26.5% |
| 3M | +14.8% | +18.9% | -4.1% | -2.8% |
| 6M | +17.9% | +15.0% | +2.9% | +2.4% |
| YTD | -11.9% | +12.2% | -24.2% | -22.0% |
| All | +15.6% | +8.0% | +7.6% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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