+457.5%
RCL vs FWONK
+274.4%
+183.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | -0.5% | -2.1% | +1.6% | +0.8% |
| 30D | -17.3% | -7.7% | -9.7% | -13.4% |
| 3M | -2.8% | +9.3% | -12.1% | -8.2% |
| 6M | -4.4% | +13.3% | -17.7% | -12.0% |
| YTD | -4.2% | -3.6% | -0.6% | -3.8% |
| 1Y | -23.4% | -6.8% | -16.6% | -21.8% |
| 3Y | +179.4% | +43.9% | +135.5% | +114.7% |
| 5Y | +238.8% | +94.4% | +144.3% | +117.6% |
| 10Y | +350.2% | +353.8% | -3.6% | +99.1% |
| All | +457.5% | +274.4% | +183.1% | +135.1% |
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