+120.2%
BKR vs FWONK
+340.2%
-220.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | -8.1% | -7.7% | -0.4% | -5.5% |
| 3M | -6.6% | +5.7% | -12.3% | -9.0% |
| 6M | +0.9% | +13.5% | -12.6% | -4.9% |
| YTD | +31.1% | -3.0% | +34.1% | +30.8% |
| 1Y | +27.7% | -6.4% | +34.1% | +29.0% |
| 3Y | +71.2% | +43.8% | +27.4% | +42.8% |
| 5Y | +177.6% | +98.6% | +79.1% | +96.8% |
| All | +120.2% | +340.2% | -220.0% | +32.8% |
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