-9.6%
AZO vs FWONK
+7.3%
-16.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.2% | -1.2% |
| 7D | +5.5% | +15.0% | -9.5% | +4.0% |
| 30D | +14.2% | +11.5% | +2.7% | +12.8% |
| 3M | +7.9% | +10.9% | -3.0% | +6.8% |
| 6M | -6.6% | +21.9% | -28.4% | -7.4% |
| YTD | -2.4% | +8.1% | -10.6% | -6.3% |
| 1Y | -9.6% | +5.0% | -14.7% | -8.9% |
| All | -9.6% | +7.3% | -16.9% | -8.9% |
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