+565.7%
AMZN vs FWONK
+340.2%
+225.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.8% | +1.9% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -3.9% | -7.7% | +3.8% | -1.5% |
| 3M | +6.3% | +5.7% | +0.6% | +4.1% |
| 6M | +20.8% | +13.5% | +7.3% | +15.4% |
| YTD | +11.2% | -3.0% | +14.2% | +11.4% |
| 1Y | +11.7% | -6.4% | +18.1% | +12.9% |
| 3Y | +79.4% | +43.8% | +35.6% | +56.8% |
| 5Y | +48.0% | +98.6% | -50.5% | +19.4% |
| All | +565.7% | +340.2% | +225.5% | +370.7% |
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 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