+197.7%
AON vs FWONK
+340.2%
-142.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.8% | -1.7% |
| 7D | -6.3% | +0.1% | -6.4% | -6.4% |
| 30D | -14.1% | -7.7% | -6.4% | -12.6% |
| 3M | -9.5% | +5.7% | -15.2% | -10.5% |
| 6M | -4.0% | +13.5% | -17.5% | -6.7% |
| YTD | -13.8% | -3.0% | -10.8% | -13.6% |
| 1Y | -18.3% | -6.4% | -11.9% | -17.5% |
| 3Y | -7.2% | +43.8% | -51.0% | -15.4% |
| 5Y | +7.3% | +98.6% | -91.2% | -9.4% |
| All | +197.7% | +340.2% | -142.5% | +127.9% |
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