+13.3%
FOXA vs BN
-14.1%
+27.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.4% | +0.7% | +1.1% |
| 7D | +0.8% | -5.2% | +6.0% | +1.5% |
| 30D | +5.0% | -14.5% | +19.5% | +6.9% |
| 3M | -3.0% | -15.0% | +12.0% | -1.4% |
| 6M | +14.8% | -5.4% | +20.2% | +14.5% |
| YTD | -8.9% | -16.4% | +7.5% | -6.8% |
| 1Y | +13.3% | -16.2% | +29.6% | +15.9% |
| All | +13.3% | -14.1% | +27.5% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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