+5.4%
FOXA vs ACWI
+21.5%
-16.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -0.6% | +1.1% | -1.7% | -0.7% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | -2.8% | +4.7% | -7.5% | -3.3% |
| 6M | +9.6% | +14.5% | -4.9% | +7.4% |
| YTD | -9.9% | +14.6% | -24.5% | -11.7% |
| 1Y | +5.4% | +21.4% | -16.1% | -5.8% |
| All | +5.4% | +21.5% | -16.2% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling