+355.1%
AEM vs FWONK
+340.2%
+14.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | +8.4% | -7.7% | +16.2% | +9.5% |
| 3M | +27.3% | +5.7% | +21.6% | +26.4% |
| 6M | -9.7% | +13.5% | -23.1% | -11.0% |
| YTD | +19.0% | -3.0% | +21.9% | +19.1% |
| 1Y | +31.5% | -6.4% | +37.9% | +32.2% |
| 3Y | +338.7% | +43.8% | +294.9% | +319.0% |
| 5Y | +307.4% | +98.6% | +208.9% | +276.8% |
| All | +355.1% | +340.2% | +14.9% | +306.9% |
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