+92.4%
FOXA vs AON
+94.6%
-2.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.8% | +1.8% |
| 7D | +0.8% | -6.3% | +7.1% | +3.3% |
| 30D | +5.0% | -14.1% | +19.1% | +11.1% |
| 3M | -3.0% | -9.5% | +6.5% | +0.5% |
| 6M | +14.8% | -4.0% | +18.8% | +16.0% |
| YTD | -8.9% | -13.8% | +4.9% | -4.3% |
| 1Y | +13.3% | -18.3% | +31.6% | +21.3% |
| 3Y | +115.4% | -7.2% | +122.6% | +116.7% |
| 5Y | +95.3% | +7.3% | +87.9% | +79.9% |
| All | +92.4% | +94.6% | -2.3% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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