+71.2%
BKR vs FOXA
+117.6%
-46.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.8% |
| 7D | -7.0% | +0.8% | -7.8% | -7.1% |
| 30D | -8.1% | +5.0% | -13.2% | -9.1% |
| 3M | -6.6% | -3.0% | -3.6% | -5.9% |
| 6M | +0.9% | +14.8% | -13.9% | -3.4% |
| YTD | +31.1% | -8.9% | +40.0% | +35.1% |
| 1Y | +27.7% | +13.3% | +14.4% | +20.8% |
| 3Y | +71.2% | +115.4% | -44.2% | +30.3% |
| All | +71.2% | +117.6% | -46.4% | +30.3% |
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