+199.0%
AMD vs ROIV
+378.2%
-179.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.2% | +4.9% | +9.6% |
| 7D | -11.0% | +5.3% | -16.4% | -11.8% |
| 30D | -30.5% | +11.9% | -42.4% | -32.1% |
| 3M | -8.2% | +10.7% | -18.9% | -10.6% |
| 6M | +6.6% | +34.9% | -28.3% | -0.3% |
| YTD | +109.7% | +79.2% | +30.5% | +85.1% |
| 1Y | +88.9% | +89.0% | -0.1% | +64.9% |
| 3Y | +301.8% | +337.3% | -35.5% | +198.3% |
| All | +199.0% | +378.2% | -179.2% | +85.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling