+39.2%
AEM vs FWONK
-4.6%
+43.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -0.5% | -6.2% | +5.7% | +1.7% |
| 30D | +24.0% | -0.6% | +24.6% | +24.9% |
| 3M | +16.1% | +11.1% | +5.0% | +12.0% |
| 6M | -11.6% | +11.7% | -23.3% | -14.6% |
| YTD | +21.5% | -3.1% | +24.6% | +21.8% |
| 1Y | +39.2% | -4.2% | +43.4% | +40.0% |
| All | +39.2% | -4.6% | +43.8% | +40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling