+35.7%
APH vs FWONK
-5.9%
+41.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.3% |
| 7D | -2.2% | -1.5% | -0.7% | -2.2% |
| 30D | -4.0% | -6.8% | +2.8% | -3.9% |
| 3M | +7.7% | +7.7% | 0.0% | +5.6% |
| 6M | +17.8% | +11.0% | +6.8% | +14.7% |
| YTD | +19.2% | -3.1% | +22.3% | +19.2% |
| 1Y | +35.7% | -3.5% | +39.2% | +36.6% |
| All | +35.7% | -5.9% | +41.5% | +36.6% |
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