+90.3%
FOXA vs AMC
-98.1%
+188.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | -0.6% | -0.8% | +0.2% | -0.6% |
| 30D | +2.3% | -1.2% | +3.5% | +2.3% |
| 3M | -2.8% | +42.2% | -45.1% | -4.2% |
| 6M | +9.6% | +118.8% | -109.2% | +6.5% |
| YTD | -9.9% | +64.1% | -74.0% | -11.8% |
| 1Y | +5.4% | -9.5% | +14.9% | +4.7% |
| 3Y | +115.3% | -64.3% | +179.6% | +115.4% |
| 5Y | +93.1% | -99.5% | +192.5% | +107.7% |
| All | +90.3% | -98.1% | +188.4% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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