-9.0%
AUR vs FWONK
+0.2%
-9.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.5% | -8.0% | -4.6% |
| 7D | -19.8% | +8.9% | -28.7% | -20.2% |
| 30D | -29.0% | +4.1% | -33.2% | -29.0% |
| 3M | -43.6% | +2.6% | -46.2% | -43.5% |
| 6M | -36.6% | +12.2% | -48.8% | -37.1% |
| YTD | +6.3% | +0.4% | +5.8% | -4.8% |
| 1Y | -9.0% | -1.8% | -7.2% | -17.8% |
| All | -9.0% | +0.2% | -9.2% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling