+43.4%
KO vs FWONK
+7.3%
+36.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.7% | -7.7% | -0.8% |
| 7D | +3.1% | +15.0% | -11.9% | +1.8% |
| 30D | +11.1% | +11.5% | -0.4% | +9.9% |
| 3M | +10.9% | +10.9% | 0.0% | +9.9% |
| 6M | +23.5% | +21.9% | +1.6% | +21.4% |
| YTD | +39.6% | +8.1% | +31.5% | +37.6% |
| 1Y | +43.4% | +5.0% | +38.4% | +43.5% |
| All | +43.4% | +7.3% | +36.2% | +43.5% |
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