-18.3%
AMRZ vs FWONK
-8.0%
-10.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.6% |
| 30D | -9.8% | -7.7% | -2.2% | -8.4% |
| 3M | -17.2% | +9.3% | -26.5% | -19.8% |
| 6M | -26.9% | +13.3% | -40.3% | -30.3% |
| YTD | -21.5% | -3.6% | -17.9% | -21.5% |
| 1Y | -22.9% | -6.8% | -16.1% | -22.0% |
| All | -18.3% | -8.0% | -10.3% | -18.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling