+173.5%
RTX vs FWONK
+44.4%
+129.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | -2.0% | -1.5% | -0.4% | -1.7% |
| 30D | -11.2% | -6.8% | -4.4% | -10.2% |
| 3M | +12.0% | +7.7% | +4.3% | +10.4% |
| 6M | -3.6% | +11.0% | -14.5% | -5.5% |
| YTD | +9.2% | -3.1% | +12.3% | +9.3% |
| 1Y | +29.7% | -3.5% | +33.2% | +29.9% |
| All | +173.5% | +44.4% | +129.1% | +160.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling