+53.1%
AIG vs FWONK
+97.7%
-44.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -1.2% | +0.1% | -1.2% | -1.2% |
| 30D | -1.1% | -7.7% | +6.7% | +1.4% |
| 3M | +0.7% | +5.7% | -5.0% | -1.3% |
| 6M | -2.2% | +13.5% | -15.6% | -6.5% |
| YTD | -10.8% | -3.0% | -7.9% | -10.4% |
| 1Y | -2.0% | -6.4% | +4.4% | -0.5% |
| 3Y | +34.8% | +43.8% | -9.0% | +16.9% |
| All | +53.1% | +97.7% | -44.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling