+846.1%
ASX vs FWONK
+330.0%
+516.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.9% |
| 7D | +12.4% | +2.5% | +9.8% | +11.8% |
| 30D | -19.8% | +20.0% | -39.8% | -24.1% |
| 3M | -10.3% | +5.2% | -15.5% | -12.1% |
| 6M | +1.2% | +18.7% | -17.5% | -4.6% |
| YTD | +123.0% | +10.7% | +112.3% | +113.6% |
| 1Y | +145.4% | +8.2% | +137.2% | +136.4% |
| 3Y | +368.6% | +64.6% | +304.1% | +297.5% |
| 5Y | +486.0% | +92.5% | +393.5% | +373.1% |
| 10Y | +941.0% | +285.3% | +655.7% | +582.0% |
| All | +846.1% | +330.0% | +516.1% | +499.2% |
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 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