+29.8%
AVAV vs FWONK
+44.4%
-14.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.4% | +5.9% | +4.7% |
| 7D | -0.1% | -1.5% | +1.5% | +0.1% |
| 30D | -25.0% | -6.8% | -18.2% | -24.1% |
| 3M | -15.0% | +7.7% | -22.7% | -16.0% |
| 6M | -33.6% | +11.0% | -44.6% | -34.8% |
| YTD | -39.2% | -3.1% | -36.1% | -39.2% |
| 1Y | -40.5% | -3.5% | -37.0% | -40.4% |
| All | +29.8% | +44.4% | -14.6% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling