+146.5%
ASX vs FWONK
+0.2%
+146.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.5% | -7.5% | -3.6% |
| 7D | -14.6% | +8.9% | -23.5% | -14.1% |
| 30D | -21.1% | +4.1% | -25.2% | -20.9% |
| 3M | -3.1% | +2.6% | -5.7% | -3.1% |
| 6M | +17.4% | +12.2% | +5.2% | +15.4% |
| YTD | +135.3% | +0.4% | +134.9% | +128.9% |
| 1Y | +146.5% | -1.8% | +148.3% | +146.4% |
| All | +146.5% | +0.2% | +146.3% | +146.4% |
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