+1,278.0%
AAPL vs FWONK
+340.2%
+937.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | +0.1% | +3.7% | +3.8% |
| 30D | +9.9% | -7.7% | +17.7% | +12.7% |
| 3M | +12.5% | +5.7% | +6.8% | +10.3% |
| 6M | +27.6% | +13.5% | +14.2% | +22.0% |
| YTD | +22.6% | -3.0% | +25.5% | +22.8% |
| 1Y | +45.0% | -6.4% | +51.4% | +46.6% |
| 3Y | +87.8% | +43.8% | +43.9% | +62.0% |
| 5Y | +128.7% | +98.6% | +30.1% | +76.2% |
| All | +1,278.0% | +340.2% | +937.8% | +747.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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