+22.6%
FKWL price history and return analytics
+368.8%
-346.2%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | +2.1% | -0.7% | +2.8% | +2.2% |
| 3M | -12.9% | +4.0% | -16.9% | -13.2% |
| 6M | -36.1% | +12.3% | -48.4% | -36.6% |
| YTD | -44.6% | +14.0% | -58.6% | -45.1% |
| 1Y | -40.2% | +20.3% | -60.5% | -40.9% |
| 3Y | -21.3% | +75.4% | -96.8% | -23.9% |
| 5Y | -71.9% | +66.0% | -137.8% | -72.9% |
| 10Y | +2.0% | +228.2% | -226.2% | -0.2% |
| All | +22.6% | +368.8% | -346.2% | +43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling