+2.0%
IBKR vs FWONK
+7.3%
-5.3%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +7.7% | -14.3% | -7.1% |
| 7D | -11.1% | +15.0% | -26.1% | -12.4% |
| 30D | -19.7% | +11.5% | -31.2% | -20.6% |
| 3M | -18.0% | +10.9% | -28.9% | -18.9% |
| 6M | -13.2% | +21.9% | -35.0% | -15.9% |
| YTD | +13.4% | +8.1% | +5.3% | +13.2% |
| 1Y | +2.0% | +5.0% | -3.1% | +7.0% |
| All | +2.0% | +7.3% | -5.3% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling