+10.3%
ARM vs ROIV
+93.5%
-83.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.2% | -1.4% | +2.1% |
| 7D | -15.2% | +5.3% | -20.6% | -17.0% |
| 30D | -40.7% | +11.9% | -52.6% | -43.4% |
| 3M | -39.1% | +10.7% | -49.8% | -42.6% |
| 6M | -26.4% | +34.9% | -61.3% | -36.7% |
| YTD | +59.7% | +79.2% | -19.4% | +22.4% |
| 1Y | +10.3% | +89.0% | -78.7% | -15.5% |
| All | +10.3% | +93.5% | -83.1% | -15.5% |
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