-3.8%
AS vs FWONK
+7.3%
-11.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.4% |
| 7D | -3.6% | +2.7% | -6.3% | -4.4% |
| 30D | +3.4% | +17.7% | -14.3% | -1.9% |
| 3M | -8.6% | +5.6% | -14.2% | -10.4% |
| 6M | -10.0% | +20.7% | -30.7% | -15.8% |
| YTD | -19.2% | +11.1% | -30.3% | -28.0% |
| 1Y | -3.8% | +7.7% | -11.5% | -13.5% |
| All | -3.8% | +7.3% | -11.1% | -13.5% |
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