-54.4%
APTV vs FWONK
+44.6%
-99.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -6.1% | -7.7% | +1.7% | -3.9% |
| 3M | -33.0% | +5.7% | -38.7% | -34.2% |
| 6M | -35.2% | +13.5% | -48.7% | -38.0% |
| YTD | -40.1% | -3.0% | -37.2% | -39.8% |
| 1Y | -45.6% | -6.4% | -39.2% | -44.7% |
| 3Y | -54.4% | +43.8% | -98.2% | -60.0% |
| All | -54.4% | +44.6% | -99.0% | -60.0% |
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