+265.1%
RTX vs FWONK
+281.7%
-16.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.9% | -2.6% | -1.2% |
| 7D | -1.6% | -0.6% | -1.0% | -1.4% |
| 30D | -11.6% | -5.8% | -5.8% | -10.1% |
| 3M | +9.2% | +10.0% | -0.9% | +5.8% |
| 6M | -4.4% | +14.7% | -19.1% | -8.7% |
| YTD | +8.9% | -1.7% | +10.6% | +8.7% |
| 1Y | +32.1% | -4.6% | +36.7% | +32.8% |
| 3Y | +151.2% | +46.7% | +104.6% | +116.6% |
| 5Y | +162.9% | +99.4% | +63.5% | +99.2% |
| 10Y | +283.9% | +345.6% | -61.6% | +125.9% |
| All | +265.1% | +281.7% | -16.6% | +110.6% |
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 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