+225.7%
VIK vs FWONK
+36.5%
+189.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -18.4% | -7.7% | -10.7% | -15.5% |
| 3M | -8.8% | +5.7% | -14.5% | -12.3% |
| 6M | +17.1% | +13.5% | +3.7% | +8.3% |
| YTD | +19.0% | -3.0% | +22.0% | +19.3% |
| 1Y | +30.1% | -6.4% | +36.6% | +32.8% |
| All | +225.7% | +36.5% | +189.2% | +181.2% |
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