+285.6%
APH vs FWONK
+46.4%
+239.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.9% |
| 7D | +1.6% | -0.6% | +2.2% | +1.7% |
| 30D | -3.0% | -5.8% | +2.8% | -1.8% |
| 3M | +5.7% | +10.0% | -4.3% | +2.4% |
| 6M | +20.0% | +14.7% | +5.3% | +14.6% |
| YTD | +20.8% | -1.7% | +22.5% | +20.6% |
| 1Y | +40.2% | -4.6% | +44.9% | +41.0% |
| All | +285.6% | +46.4% | +239.1% | +251.2% |
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