+1,331.4%
ASX vs FOXA
+86.3%
+1,245.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.2% |
| 7D | +11.1% | -5.4% | +16.5% | +12.9% |
| 30D | +9.6% | +1.1% | +8.5% | +8.9% |
| 3M | +18.6% | -6.1% | +24.7% | +19.4% |
| 6M | +92.1% | +8.2% | +83.9% | +83.8% |
| YTD | +158.5% | -11.8% | +170.3% | +163.6% |
| 1Y | +271.9% | +9.9% | +262.0% | +249.3% |
| 3Y | +465.2% | +110.7% | +354.5% | +317.4% |
| 5Y | +479.4% | +86.9% | +392.5% | +339.2% |
| All | +1,331.4% | +86.3% | +1,245.2% | +807.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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