+8.6%
FOXA vs RRX
+14.9%
-6.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.5% | -3.4% |
| 7D | -4.0% | +3.4% | -7.4% | -3.9% |
| 30D | +12.0% | -11.1% | +23.1% | +11.5% |
| 3M | +0.3% | -23.7% | +24.0% | -0.7% |
| 6M | +12.5% | -22.0% | +34.5% | +11.5% |
| YTD | -9.6% | +16.5% | -26.1% | -12.4% |
| 1Y | +8.6% | +11.5% | -2.9% | +5.3% |
| All | +8.6% | +14.9% | -6.3% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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