+2.1%
AS vs FWONK
+0.2%
+1.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.5% | +1.6% | +3.9% |
| 7D | +13.8% | +8.9% | +4.9% | +10.8% |
| 30D | +16.7% | +4.1% | +12.5% | +15.1% |
| 3M | -11.5% | +2.6% | -14.1% | -12.4% |
| 6M | -5.5% | +12.2% | -17.7% | -9.0% |
| YTD | -14.2% | +0.4% | -14.6% | -22.3% |
| 1Y | +2.1% | -1.8% | +3.9% | -9.2% |
| All | +2.1% | +0.2% | +1.9% | -9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling