+0.4%
FKWL price history and return analytics
+229.8%
-229.4%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | -2.9% | -1.1% | -1.8% | -2.6% |
| 30D | -2.5% | -1.0% | -1.5% | -2.2% |
| 3M | -13.1% | +3.2% | -16.3% | -13.8% |
| 6M | -36.4% | +12.5% | -48.8% | -38.2% |
| YTD | -45.5% | +14.1% | -59.6% | -47.4% |
| 1Y | -40.9% | +18.9% | -59.8% | -43.5% |
| 3Y | -24.6% | +74.1% | -98.7% | -34.5% |
| 5Y | -72.9% | +66.9% | -139.7% | -76.4% |
| All | +0.4% | +229.8% | -229.4% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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