-99.8%
AMIX vs FWONK
+42.3%
-142.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.2% | +0.1% |
| 7D | +1.6% | -0.6% | +2.2% | +1.4% |
| 30D | -50.8% | -5.8% | -45.0% | -51.3% |
| 3M | -46.3% | +10.0% | -56.3% | -47.5% |
| 6M | -49.9% | +14.7% | -64.5% | -51.5% |
| YTD | -60.4% | -1.7% | -58.7% | -60.4% |
| 1Y | -81.7% | -4.6% | -77.1% | -81.6% |
| All | -99.8% | +42.3% | -142.1% | -99.8% |
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