+1,082.3%
APH vs FWONK
+340.2%
+742.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -1.2% | -7.7% | +6.5% | +1.1% |
| 3M | +10.3% | +5.7% | +4.5% | +7.7% |
| 6M | +25.2% | +13.5% | +11.7% | +19.2% |
| YTD | +24.6% | -3.0% | +27.6% | +24.5% |
| 1Y | +41.4% | -6.4% | +47.9% | +42.7% |
| 3Y | +297.8% | +43.8% | +254.0% | +243.8% |
| 5Y | +366.0% | +98.6% | +267.4% | +257.0% |
| All | +1,082.3% | +340.2% | +742.2% | +650.4% |
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