+8.6%
FOXA vs RY
+46.1%
-37.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.7% | -2.7% | -3.2% |
| 7D | -4.0% | +3.1% | -7.1% | -4.6% |
| 30D | +12.0% | -0.3% | +12.3% | +12.0% |
| 3M | +0.3% | +8.7% | -8.4% | -1.5% |
| 6M | +12.5% | +28.5% | -16.1% | +6.2% |
| YTD | -9.6% | +25.1% | -34.7% | -13.5% |
| 1Y | +8.6% | +46.3% | -37.7% | -5.9% |
| All | +8.6% | +46.1% | -37.5% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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