+279.2%
RTX vs FWONK
+340.2%
-61.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.6% |
| 30D | -11.0% | -7.7% | -3.2% | -8.7% |
| 3M | +7.7% | +5.7% | +2.0% | +5.4% |
| 6M | -3.9% | +13.5% | -17.4% | -8.3% |
| YTD | +9.0% | -3.0% | +11.9% | +9.2% |
| 1Y | +27.3% | -6.4% | +33.7% | +28.8% |
| 3Y | +172.9% | +43.8% | +129.1% | +132.8% |
| 5Y | +165.2% | +98.6% | +66.6% | +93.4% |
| All | +279.2% | +340.2% | -61.0% | +126.0% |
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