+358.0%
FWONK vs AMBA
+89.0%
+269.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.2% | -0.1% |
| 7D | +2.5% | +2.7% | -0.1% | +2.1% |
| 30D | +20.0% | -2.2% | +22.1% | +19.9% |
| 3M | +5.2% | -26.6% | +31.8% | +9.3% |
| 6M | +18.7% | -26.8% | +45.5% | +20.4% |
| YTD | +10.7% | -15.1% | +25.8% | +8.4% |
| 1Y | +8.2% | -32.3% | +40.5% | +9.4% |
| 3Y | +64.6% | +19.8% | +44.8% | +42.6% |
| 5Y | +92.5% | -69.2% | +161.8% | +98.2% |
| 10Y | +285.3% | +0.8% | +284.5% | +185.6% |
| All | +358.0% | +89.0% | +269.0% | +196.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling