+316.3%
FWONK vs AMBA
+8.8%
+307.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.2% |
| 7D | -1.5% | +7.1% | -8.6% | -2.6% |
| 30D | -6.8% | -18.1% | +11.3% | -3.9% |
| 3M | +7.7% | +8.4% | -0.7% | +4.2% |
| 6M | +11.0% | +25.7% | -14.7% | +3.1% |
| YTD | -3.1% | -4.2% | +1.1% | -6.5% |
| 1Y | -3.5% | -18.7% | +15.2% | -5.4% |
| 3Y | +44.6% | +13.3% | +31.3% | +25.9% |
| 5Y | +98.3% | -54.2% | +152.5% | +89.4% |
| All | +316.3% | +8.8% | +307.5% | +169.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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