+990.2%
IBKR vs FWONK
+340.2%
+650.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | -7.7% | +7.5% | +2.5% |
| 3M | +3.0% | +5.7% | -2.8% | +0.6% |
| 6M | +33.9% | +13.5% | +20.4% | +27.4% |
| YTD | +42.5% | -3.0% | +45.5% | +42.6% |
| 1Y | +44.9% | -6.4% | +51.3% | +46.6% |
| 3Y | +293.0% | +43.8% | +249.2% | +238.3% |
| 5Y | +497.7% | +98.6% | +399.1% | +351.9% |
| All | +990.2% | +340.2% | +650.0% | +569.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling