+123.5%
FWONK vs BBAI
-71.3%
+194.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | +0.1% |
| 7D | +0.1% | -1.7% | +1.8% | +0.1% |
| 30D | -7.7% | -12.0% | +4.2% | -7.6% |
| 3M | +5.7% | -30.7% | +36.4% | +6.2% |
| 6M | +13.5% | -30.7% | +44.1% | +13.9% |
| YTD | -3.0% | -46.9% | +43.9% | -2.3% |
| 1Y | -6.4% | -41.1% | +34.7% | -6.1% |
| 3Y | +43.8% | +65.9% | -22.1% | +40.0% |
| 5Y | +98.6% | -70.9% | +169.4% | +103.2% |
| All | +123.5% | -71.3% | +194.8% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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