+0.6%
AGI vs FWONK
+7.3%
-6.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +7.7% | -4.1% | +0.3% |
| 7D | +7.8% | +15.0% | -7.2% | +1.8% |
| 30D | -5.0% | +11.5% | -16.5% | -9.2% |
| 3M | -0.5% | +10.9% | -11.4% | -4.4% |
| 6M | -19.9% | +21.9% | -41.8% | -26.4% |
| YTD | -19.2% | +8.1% | -27.3% | -22.7% |
| 1Y | +0.6% | +5.0% | -4.4% | +0.1% |
| All | +0.6% | +7.3% | -6.7% | +0.1% |
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