+11.6%
SWKS vs FOXA
+127.5%
-115.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.3% | +6.1% | +3.8% |
| 7D | +10.9% | -2.9% | +13.8% | +11.8% |
| 30D | +17.6% | +5.1% | +12.5% | +15.3% |
| 3M | +29.2% | +4.7% | +24.5% | +25.8% |
| 6M | +37.0% | -0.2% | +37.2% | +34.2% |
| YTD | +44.9% | -9.2% | +54.2% | +49.8% |
| 1Y | +33.8% | -0.6% | +34.4% | +30.8% |
| All | +11.6% | +127.5% | -115.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 3y: compounded portfolio wealth divided by compounded FOXA 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…
3y analysis · Full analysis span regression · 6 months rolling