+13.3%
FOXA vs AU
+72.0%
-58.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.6% | +1.2% |
| 7D | +0.8% | -4.3% | +5.1% | +0.8% |
| 30D | +5.0% | +7.3% | -2.3% | +5.2% |
| 3M | -3.0% | +26.3% | -29.4% | -2.7% |
| 6M | +14.8% | +1.8% | +13.0% | +15.6% |
| YTD | -8.9% | +26.8% | -35.7% | -9.2% |
| 1Y | +13.3% | +66.7% | -53.4% | +8.2% |
| All | +13.3% | +72.0% | -58.7% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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