+528.2%
AMKR vs FWONK
+340.2%
+188.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.3% | +4.4% |
| 7D | +8.3% | +0.1% | +8.2% | +8.2% |
| 30D | -6.8% | -7.7% | +1.0% | -3.6% |
| 3M | -31.9% | +5.7% | -37.7% | -34.8% |
| 6M | +18.4% | +13.5% | +4.9% | +9.2% |
| YTD | +31.7% | -3.0% | +34.6% | +30.3% |
| 1Y | +105.2% | -6.4% | +111.7% | +105.7% |
| 3Y | +147.7% | +43.8% | +103.9% | +95.6% |
| 5Y | +99.4% | +98.6% | +0.8% | +32.6% |
| All | +528.2% | +340.2% | +188.0% | +226.8% |
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 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