+406.2%
ASX vs FOXA
+115.5%
+290.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.7% |
| 7D | -0.7% | -4.0% | +3.2% | -0.1% |
| 30D | +2.0% | +12.0% | -10.0% | 0.0% |
| 3M | -1.3% | +0.3% | -1.6% | -1.8% |
| 6M | +71.4% | +12.5% | +59.0% | +65.4% |
| YTD | +135.3% | -9.6% | +145.0% | +141.8% |
| 1Y | +267.5% | +8.6% | +258.9% | +252.9% |
| All | +406.2% | +115.5% | +290.8% | +300.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling