+1,463.6%
AAPL vs FWONK
+276.3%
+1,187.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +5.0% | +4.0% |
| 7D | -0.5% | -1.5% | +1.0% | 0.0% |
| 30D | +7.1% | -6.8% | +13.9% | +9.3% |
| 3M | +12.1% | +7.7% | +4.4% | +9.4% |
| 6M | +25.4% | +11.0% | +14.5% | +20.9% |
| YTD | +20.5% | -3.1% | +23.6% | +20.7% |
| 1Y | +44.5% | -3.5% | +48.0% | +44.6% |
| 3Y | +85.8% | +44.6% | +41.2% | +61.4% |
| 5Y | +124.8% | +98.3% | +26.5% | +76.1% |
| 10Y | +1,284.7% | +339.3% | +945.4% | +729.7% |
| All | +1,463.6% | +276.3% | +1,187.2% | +817.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling