+85.7%
KRE vs FWONK
+44.6%
+41.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -4.5% | -7.7% | +3.2% | -2.5% |
| 3M | +2.7% | +5.7% | -3.0% | +0.8% |
| 6M | +16.9% | +13.5% | +3.4% | +12.1% |
| YTD | +15.4% | -3.0% | +18.3% | +16.0% |
| 1Y | +16.1% | -6.4% | +22.5% | +18.1% |
| 3Y | +85.7% | +43.8% | +41.9% | +70.9% |
| All | +85.7% | +44.6% | +41.1% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling