+308.9%
AVAV vs FWONK
+281.3%
+27.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.6% |
| 7D | +4.2% | +2.5% | +1.7% | +3.4% |
| 30D | -2.6% | +20.0% | -22.5% | -8.8% |
| 3M | -38.0% | +5.2% | -43.1% | -39.4% |
| 6M | -27.0% | +18.7% | -45.7% | -31.6% |
| YTD | -51.4% | +10.7% | -62.1% | -53.7% |
| 1Y | -60.2% | +8.2% | -68.5% | -61.8% |
| 3Y | -6.7% | +64.6% | -71.2% | -24.4% |
| 5Y | +28.3% | +92.5% | -64.2% | -4.3% |
| All | +308.9% | +281.3% | +27.6% | +134.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling