+208.4%
AGI vs FWONK
+44.6%
+163.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +9.0% |
| 3M | +4.3% | +5.7% | -1.5% | +3.3% |
| 6M | -27.1% | +13.5% | -40.6% | -28.4% |
| YTD | -6.6% | -3.0% | -3.6% | -6.8% |
| 1Y | +9.5% | -6.4% | +15.9% | +9.6% |
| 3Y | +208.4% | +43.8% | +164.6% | +195.2% |
| All | +208.4% | +44.6% | +163.8% | +195.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling