+67.5%
AMZN vs ROIV
+298.6%
-231.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.9% |
| 7D | +0.1% | +9.5% | -9.4% | -0.8% |
| 30D | +2.6% | +21.0% | -18.4% | +0.7% |
| 3M | -2.2% | +18.7% | -21.0% | -4.1% |
| 6M | -1.0% | +44.5% | -45.6% | -5.0% |
| YTD | +15.3% | +92.9% | -77.5% | +7.3% |
| 1Y | +6.9% | +100.2% | -93.4% | -1.1% |
| 3Y | +85.4% | +375.0% | -289.6% | +55.9% |
| 5Y | +53.3% | +435.2% | -381.9% | +13.8% |
| All | +67.5% | +298.6% | -231.0% | +33.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling