+5.9%
AFRM vs FWONK
+0.2%
+5.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.5% | +1.5% | +4.0% |
| 7D | +3.1% | +8.9% | -5.8% | +0.6% |
| 30D | +1.1% | +4.1% | -3.0% | -0.2% |
| 3M | -3.2% | +2.6% | -5.8% | -4.0% |
| 6M | +12.7% | +12.2% | +0.5% | +9.8% |
| YTD | +1.6% | +0.4% | +1.1% | -1.3% |
| 1Y | +5.9% | -1.8% | +7.7% | +4.4% |
| All | +5.9% | +0.2% | +5.7% | +4.4% |
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