+36.0%
VIK vs FWONK
-4.6%
+40.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | -3.0% | -6.2% | +3.1% | -1.5% |
| 30D | -20.7% | -0.6% | -20.2% | -21.0% |
| 3M | -4.6% | +11.1% | -15.7% | -9.2% |
| 6M | +14.0% | +11.7% | +2.3% | +8.1% |
| YTD | +20.2% | -3.1% | +23.2% | +18.3% |
| 1Y | +36.0% | -4.2% | +40.2% | +32.4% |
| All | +36.0% | -4.6% | +40.6% | +32.4% |
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