+8.6%
FOXA vs AEIS
+93.3%
-84.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.4% | -5.8% | -3.2% |
| 7D | -4.0% | +3.0% | -6.9% | -3.7% |
| 30D | +12.0% | -14.6% | +26.6% | +10.9% |
| 3M | +0.3% | -12.4% | +12.7% | -0.5% |
| 6M | +12.5% | -15.0% | +27.4% | +12.0% |
| YTD | -9.6% | +34.3% | -43.9% | -9.9% |
| 1Y | +8.6% | +87.4% | -78.8% | +4.1% |
| All | +8.6% | +93.3% | -84.7% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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