+107.9%
ASX vs ROIV
+93.5%
+14.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.2% | +0.3% | +4.5% |
| 7D | -19.9% | +5.3% | -25.3% | -20.9% |
| 30D | -30.9% | +11.9% | -42.8% | -32.9% |
| 3M | -15.1% | +10.7% | -25.8% | -17.8% |
| 6M | -6.5% | +34.9% | -41.4% | -13.0% |
| YTD | +98.4% | +79.2% | +19.3% | +79.0% |
| 1Y | +107.9% | +89.0% | +18.8% | +87.4% |
| All | +107.9% | +93.5% | +14.4% | +87.4% |
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