-27.1%
RKT vs FWONK
+171.8%
-198.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -6.2% | -7.7% | +1.5% | -2.9% |
| 3M | -1.9% | +5.7% | -7.6% | -4.3% |
| 6M | -13.0% | +13.5% | -26.5% | -17.5% |
| YTD | -31.9% | -3.0% | -29.0% | -31.4% |
| 1Y | -37.6% | -6.4% | -31.2% | -36.4% |
| 3Y | +36.8% | +43.8% | -7.0% | +11.7% |
| 5Y | -9.7% | +98.6% | -108.3% | -35.5% |
| All | -27.1% | +171.8% | -198.9% | -57.6% |
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