+678.6%
AU vs FWONK
+97.7%
+580.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +7.3% | -7.7% | +15.0% | +9.4% |
| 3M | +26.3% | +5.7% | +20.6% | +24.7% |
| 6M | +1.8% | +13.5% | -11.7% | -0.8% |
| YTD | +26.8% | -3.0% | +29.8% | +27.0% |
| 1Y | +66.7% | -6.4% | +73.1% | +67.9% |
| 3Y | +579.1% | +43.8% | +535.2% | +515.0% |
| All | +678.6% | +97.7% | +580.9% | +555.8% |
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