+16.0%
AA vs ROIV
+97.8%
-81.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.1% | -3.3% | +1.6% |
| 7D | +0.9% | +3.0% | -2.1% | +0.3% |
| 30D | -6.4% | +6.8% | -13.3% | -7.7% |
| 3M | -13.0% | +10.5% | -23.5% | -14.9% |
| 6M | -34.6% | +34.8% | -69.4% | -39.2% |
| YTD | -23.0% | +76.2% | -99.2% | -34.6% |
| 1Y | +16.0% | +92.4% | -76.4% | -10.6% |
| All | +16.0% | +97.8% | -81.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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