+465.5%
ASX vs FWONK
+98.5%
+367.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.9% | +1.6% | +2.9% |
| 7D | +11.1% | -0.6% | +11.7% | +11.3% |
| 30D | +9.6% | -5.8% | +15.4% | +11.8% |
| 3M | +18.6% | +10.0% | +8.6% | +13.1% |
| 6M | +92.1% | +14.7% | +77.5% | +79.4% |
| YTD | +158.5% | -1.7% | +160.2% | +156.8% |
| 1Y | +271.9% | -4.6% | +276.5% | +272.8% |
| 3Y | +465.2% | +46.7% | +418.6% | +359.0% |
| All | +465.5% | +98.5% | +367.0% | +232.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling