+509.8%
AVAV vs FWONK
+340.2%
+169.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +1.4% | +0.1% | +1.3% | +1.3% |
| 30D | -24.3% | -7.7% | -16.6% | -22.3% |
| 3M | -20.1% | +5.7% | -25.8% | -21.7% |
| 6M | -29.4% | +13.5% | -42.8% | -32.5% |
| YTD | -39.3% | -3.0% | -36.4% | -39.3% |
| 1Y | -39.3% | -6.4% | -32.9% | -38.6% |
| 3Y | +29.5% | +43.8% | -14.4% | +10.2% |
| 5Y | +56.3% | +98.6% | -42.2% | +16.2% |
| All | +509.8% | +340.2% | +169.6% | +272.1% |
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