+67.9%
RIO vs FWONK
-3.0%
+70.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | +0.9% | -7.7% | +8.7% | +2.5% |
| 3M | -1.4% | +5.7% | -7.2% | -3.1% |
| 6M | +10.9% | +13.5% | -2.5% | +6.9% |
| YTD | +31.2% | -3.0% | +34.2% | +28.7% |
| 1Y | +67.9% | -6.4% | +74.3% | +65.5% |
| All | +67.9% | -3.0% | +70.9% | +65.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling