+2.6%
AVTR vs FWONK
+161.1%
-158.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.6% |
| 7D | -2.0% | -1.5% | -0.5% | -1.4% |
| 30D | +8.1% | -6.8% | +14.8% | +11.2% |
| 3M | +54.2% | +7.7% | +46.5% | +49.4% |
| 6M | +82.6% | +11.0% | +71.6% | +73.6% |
| YTD | +29.8% | -3.1% | +33.0% | +30.5% |
| 1Y | +18.0% | -3.5% | +21.5% | +18.2% |
| 3Y | -26.4% | +44.6% | -71.1% | -40.7% |
| 5Y | -64.8% | +98.3% | -163.1% | -77.0% |
| All | +2.6% | +161.1% | -158.5% | -49.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling