+14.5%
KEY vs FWONK
+92.1%
-77.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +2.9% | +2.5% | +0.4% | +2.1% |
| 30D | +8.4% | +20.0% | -11.5% | +1.7% |
| 3M | -5.8% | +5.2% | -10.9% | -7.7% |
| 6M | +5.4% | +18.7% | -13.3% | -1.4% |
| YTD | +7.1% | +10.7% | -3.6% | +2.3% |
| 1Y | +26.8% | +8.2% | +18.6% | +22.2% |
| 3Y | +128.7% | +64.6% | +64.1% | +84.0% |
| All | +14.5% | +92.1% | -77.6% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling