+126.1%
AMD vs ROIV
+91.0%
+35.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -4.4% | +10.3% | +8.0% |
| 7D | +44.7% | +9.2% | +35.5% | +38.9% |
| 30D | -3.3% | +19.9% | -23.3% | -10.4% |
| 3M | +21.2% | +10.6% | +10.6% | +14.6% |
| 6M | +30.6% | +36.1% | -5.5% | +12.2% |
| YTD | +173.3% | +84.3% | +89.0% | +106.8% |
| 1Y | +126.1% | +87.6% | +38.5% | +71.1% |
| All | +126.1% | +91.0% | +35.1% | +71.1% |
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