-1.5%
AIG vs ROIV
+209.9%
-211.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | -1.4% | +22.3% | -23.8% | -0.8% |
| 30D | -3.3% | +16.9% | -20.2% | -2.8% |
| 3M | +2.2% | +43.9% | -41.7% | +2.8% |
| 6M | -2.1% | +41.6% | -43.7% | -1.7% |
| YTD | -11.2% | +92.7% | -103.9% | -10.7% |
| All | -1.5% | +209.9% | -211.4% | -4.8% |
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