+1,455.8%
AMZN vs FWONK
+276.3%
+1,179.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.2% |
| 7D | -2.7% | -1.5% | -1.2% | -2.3% |
| 30D | -7.5% | -6.8% | -0.7% | -5.6% |
| 3M | +5.8% | +7.7% | -1.9% | +3.2% |
| 6M | +17.5% | +11.0% | +6.6% | +13.4% |
| YTD | +9.1% | -3.1% | +12.2% | +9.4% |
| 1Y | +9.4% | -3.5% | +12.8% | +9.5% |
| 3Y | +82.2% | +44.6% | +37.6% | +60.2% |
| 5Y | +45.2% | +98.3% | -53.0% | +18.3% |
| 10Y | +562.7% | +339.3% | +223.4% | +328.7% |
| All | +1,455.8% | +276.3% | +1,179.4% | +823.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling