+107.2%
AS vs FWONK
+43.3%
+64.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.2% | -4.1% |
| 7D | -2.8% | -0.6% | -2.2% | -2.5% |
| 30D | -23.2% | -5.8% | -17.5% | -21.2% |
| 3M | -20.1% | +10.0% | -30.1% | -24.0% |
| 6M | -18.5% | +14.7% | -33.2% | -24.1% |
| YTD | -25.6% | -1.7% | -23.9% | -25.7% |
| 1Y | -24.4% | -4.6% | -19.7% | -23.4% |
| All | +107.2% | +43.3% | +64.0% | +74.6% |
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