-22.5%
KWEB vs FWONK
+340.2%
-362.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -10.7% | -7.7% | -2.9% | -8.4% |
| 3M | -7.4% | +5.7% | -13.1% | -9.4% |
| 6M | -19.3% | +13.5% | -32.8% | -23.0% |
| YTD | -27.8% | -3.0% | -24.8% | -27.6% |
| 1Y | -35.9% | -6.4% | -29.5% | -35.1% |
| 3Y | -1.9% | +43.8% | -45.8% | -15.6% |
| 5Y | -43.2% | +98.6% | -141.8% | -55.8% |
| All | -22.5% | +340.2% | -362.7% | -48.2% |
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