+270.9%
APH vs FWONK
+60.8%
+210.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.7% |
| 7D | +4.9% | +2.5% | +2.3% | +4.4% |
| 30D | -5.4% | +20.0% | -25.3% | -9.1% |
| 3M | -5.5% | +5.2% | -10.6% | -6.4% |
| 6M | +25.9% | +18.7% | +7.2% | +20.1% |
| YTD | +16.4% | +10.7% | +5.7% | +13.3% |
| 1Y | +16.5% | +8.2% | +8.2% | +14.2% |
| 3Y | +270.9% | +64.6% | +206.3% | +226.3% |
| All | +270.9% | +60.8% | +210.1% | +226.3% |
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