+61.8%
AMZN vs ROIV
+295.0%
-233.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +18.8% | -19.3% | -2.3% |
| 7D | +0.8% | +20.2% | -19.4% | -1.1% |
| 30D | -6.4% | +14.1% | -20.5% | -7.7% |
| 3M | +4.8% | +45.6% | -40.8% | +0.7% |
| 6M | +20.5% | +44.1% | -23.6% | +15.8% |
| YTD | +11.3% | +91.2% | -79.8% | +3.8% |
| 1Y | +9.0% | +221.3% | -212.3% | -4.1% |
| 3Y | +85.9% | +229.2% | -143.3% | +60.8% |
| 5Y | +45.8% | +316.5% | -270.7% | +13.8% |
| All | +61.8% | +295.0% | -233.3% | +29.6% |
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