+93.1%
FOXA vs AON
+6.4%
+86.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.8% | +1.7% |
| 7D | +0.8% | -6.3% | +7.1% | +2.8% |
| 30D | +5.0% | -14.1% | +19.1% | +9.7% |
| 3M | -3.0% | -9.5% | +6.5% | -0.2% |
| 6M | +14.8% | -4.0% | +18.8% | +15.9% |
| YTD | -8.9% | -13.8% | +4.9% | -5.3% |
| 1Y | +13.3% | -18.3% | +31.6% | +19.4% |
| 3Y | +115.4% | -7.2% | +122.6% | +119.1% |
| All | +93.1% | +6.4% | +86.8% | +80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling