-29.5%
AZO vs FWONK
-4.6%
-24.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.7% |
| 7D | +0.7% | -6.2% | +6.9% | +1.3% |
| 30D | -2.7% | -0.6% | -2.1% | -2.6% |
| 3M | -3.2% | +11.1% | -14.3% | -3.4% |
| 6M | -19.7% | +11.7% | -31.5% | -20.1% |
| YTD | -12.0% | -3.1% | -9.0% | -12.1% |
| 1Y | -29.5% | -4.2% | -25.3% | -29.4% |
| All | -29.5% | -4.6% | -24.9% | -29.4% |
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 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