-26.3%
APH vs FWONK
-4.6%
-21.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.5% | -43.3% | -46.2% |
| 7D | -48.7% | -6.5% | -42.2% | -47.2% |
| 30D | -51.9% | -0.6% | -51.4% | -50.6% |
| 3M | -43.6% | +11.1% | -54.6% | -43.1% |
| 6M | -37.5% | +11.7% | -49.3% | -37.2% |
| YTD | -38.6% | -3.1% | -35.6% | -37.1% |
| 1Y | -26.3% | -4.2% | -22.1% | -23.7% |
| All | -26.3% | -4.6% | -21.8% | -23.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling