+12.8%
AMP vs FWONK
-3.0%
+15.7%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.6% | +0.7% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -1.3% | -7.7% | +6.4% | -1.1% |
| 3M | +24.2% | +5.7% | +18.5% | +24.8% |
| 6M | +24.6% | +13.5% | +11.1% | +25.6% |
| YTD | +14.8% | -3.0% | +17.8% | +16.7% |
| 1Y | +12.8% | -6.4% | +19.2% | +17.2% |
| All | +12.8% | -3.0% | +15.7% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling