+898.2%
ASX vs FWONK
+276.6%
+621.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.6% |
| 7D | -0.7% | -6.2% | +5.5% | +1.0% |
| 30D | +2.0% | -0.6% | +2.6% | +2.0% |
| 3M | -1.3% | +11.1% | -12.4% | -4.9% |
| 6M | +71.4% | +11.7% | +59.7% | +64.7% |
| YTD | +135.3% | -3.1% | +138.4% | +134.9% |
| 1Y | +267.5% | -4.2% | +271.7% | +267.4% |
| 3Y | +388.5% | +38.3% | +350.1% | +336.0% |
| 5Y | +417.1% | +92.2% | +324.9% | +321.5% |
| 10Y | +872.7% | +355.4% | +517.4% | +530.4% |
| All | +898.2% | +276.6% | +621.6% | +559.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling