+16.9%
APA vs FWONK
+44.6%
-27.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +4.6% | +0.1% | +4.5% | +4.6% |
| 30D | +11.9% | -7.7% | +19.6% | +13.1% |
| 3M | +22.5% | +5.7% | +16.8% | +21.5% |
| 6M | +37.5% | +13.5% | +24.1% | +33.9% |
| YTD | +87.2% | -3.0% | +90.1% | +89.4% |
| 1Y | +101.4% | -6.4% | +107.8% | +105.9% |
| 3Y | +16.9% | +43.8% | -26.9% | +10.3% |
| All | +16.9% | +44.6% | -27.7% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling