+337.4%
AGI vs FWONK
+340.2%
-2.8%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | +7.2% | -7.7% | +15.0% | +8.2% |
| 3M | +4.3% | +5.7% | -1.5% | +3.7% |
| 6M | -27.1% | +13.5% | -40.6% | -27.9% |
| YTD | -6.6% | -3.0% | -3.6% | -6.5% |
| 1Y | +9.5% | -6.4% | +15.9% | +10.0% |
| 3Y | +208.4% | +43.8% | +164.6% | +197.3% |
| 5Y | +401.6% | +98.6% | +303.1% | +374.8% |
| All | +337.4% | +340.2% | -2.8% | +311.6% |
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