-3.7%
APA vs FWONK
+340.2%
-343.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +4.6% | +0.1% | +4.5% | +4.5% |
| 30D | +11.9% | -7.7% | +19.6% | +16.6% |
| 3M | +22.5% | +5.7% | +16.8% | +18.2% |
| 6M | +37.5% | +13.5% | +24.1% | +25.5% |
| YTD | +87.2% | -3.0% | +90.1% | +85.4% |
| 1Y | +101.4% | -6.4% | +107.8% | +103.3% |
| 3Y | +16.9% | +43.8% | -26.9% | -12.2% |
| 5Y | +178.4% | +98.6% | +79.9% | +65.7% |
| All | -3.7% | +340.2% | -343.9% | -52.3% |
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