+306.4%
APP vs FWONK
+95.7%
+210.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -40.4% |
| 6M | -34.1% | +11.0% | -45.1% | -40.3% |
| 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% | +393.6% |
| 5Y | +306.4% | +98.3% | +208.2% | +113.1% |
| All | +306.4% | +95.7% | +210.7% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling