+368.6%
ASX vs FWONK
+60.8%
+307.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | +12.4% | +2.5% | +9.8% | +12.1% |
| 30D | -19.8% | +20.0% | -39.8% | -22.4% |
| 3M | -10.3% | +5.2% | -15.5% | -10.8% |
| 6M | +1.2% | +18.7% | -17.5% | -3.1% |
| YTD | +123.0% | +10.7% | +112.3% | +118.2% |
| 1Y | +145.4% | +8.2% | +137.2% | +142.0% |
| 3Y | +368.6% | +64.6% | +304.1% | +310.2% |
| All | +368.6% | +60.8% | +307.9% | +310.2% |
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 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