+60.7%
ROKU vs FIGR
-3.1%
+63.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.9% |
| 7D | -0.4% | -3.0% | +2.6% | -0.2% |
| 30D | +2.1% | +13.7% | -11.6% | +0.7% |
| 3M | +29.5% | +23.9% | +5.6% | +26.3% |
| 6M | +53.8% | -8.4% | +62.2% | +53.2% |
| YTD | +42.8% | -14.6% | +57.4% | +38.9% |
| 1Y | +60.7% | +12.1% | +48.6% | +54.7% |
| All | +60.7% | -3.1% | +63.9% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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