-24.5%
KVUE vs FWONK
+40.4%
-64.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.1% |
| 30D | -6.3% | -7.7% | +1.4% | -5.3% |
| 3M | -0.5% | +5.7% | -6.2% | -1.2% |
| 6M | +3.1% | +13.5% | -10.4% | +1.4% |
| YTD | +6.7% | -3.0% | +9.7% | +6.9% |
| 1Y | -1.1% | -6.4% | +5.3% | -0.6% |
| 3Y | -8.7% | +43.8% | -52.6% | -14.4% |
| All | -24.5% | +40.4% | -64.8% | -30.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling