+29.0%
ALAB vs ROIV
+93.7%
-64.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.2% |
| 7D | -7.5% | +14.3% | -21.8% | -14.6% |
| 30D | -36.8% | +16.2% | -53.1% | -42.3% |
| 3M | -31.9% | +15.1% | -47.0% | -39.4% |
| 6M | +8.2% | +44.2% | -36.0% | -19.3% |
| YTD | +29.9% | +89.8% | -59.9% | -22.7% |
| All | +29.0% | +93.7% | -64.7% | -25.3% |
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