+93.2%
FWONK vs AMBA
-68.7%
+162.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.3% |
| 7D | +2.7% | +10.7% | -7.9% | +1.7% |
| 30D | +17.7% | -5.0% | +22.7% | +18.0% |
| 3M | +5.6% | -26.9% | +32.5% | +8.6% |
| 6M | +20.7% | -21.9% | +42.6% | +21.2% |
| YTD | +11.1% | -13.8% | +24.9% | +9.2% |
| 1Y | +7.7% | -36.1% | +43.8% | +9.7% |
| 3Y | +61.3% | +21.6% | +39.7% | +42.6% |
| 5Y | +93.2% | -68.8% | +162.0% | +90.8% |
| All | +93.2% | -68.7% | +162.0% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling