+179.3%
KO vs FWONK
+340.2%
-160.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | +0.2% | +0.1% | +0.2% | +0.2% |
| 30D | +1.8% | -7.7% | +9.6% | +3.1% |
| 3M | +7.7% | +5.7% | +2.0% | +6.7% |
| 6M | +15.3% | +13.5% | +1.8% | +12.8% |
| YTD | +28.0% | -3.0% | +30.9% | +28.1% |
| 1Y | +34.3% | -6.4% | +40.7% | +35.0% |
| 3Y | +63.8% | +43.8% | +20.0% | +51.8% |
| 5Y | +84.1% | +98.6% | -14.5% | +59.1% |
| All | +179.3% | +340.2% | -160.9% | +119.6% |
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