+382.3%
APP vs FWONK
+122.0%
+260.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.4% | +4.5% | +4.0% |
| 7D | +0.3% | -1.5% | +1.8% | +1.2% |
| 30D | -1.3% | -6.8% | +5.5% | +2.8% |
| 3M | -36.2% | +7.7% | -43.9% | -40.3% |
| 6M | -34.1% | +11.0% | -45.1% | -40.1% |
| YTD | -53.3% | -3.1% | -50.2% | -53.7% |
| 1Y | -44.5% | -3.5% | -41.1% | -45.6% |
| 3Y | +646.7% | +44.6% | +602.0% | +402.6% |
| 5Y | +306.4% | +98.3% | +208.2% | +126.8% |
| All | +382.3% | +122.0% | +260.4% | +156.7% |
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 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