+133.0%
ASX vs ROIV
+104.3%
+28.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +2.8% |
| 7D | -9.1% | +14.3% | -23.4% | -12.4% |
| 30D | -23.6% | +16.2% | -39.8% | -26.8% |
| 3M | -5.6% | +15.1% | -20.7% | -9.8% |
| 6M | +4.7% | +44.2% | -39.5% | -4.5% |
| YTD | +122.6% | +89.8% | +32.8% | +97.3% |
| 1Y | +133.0% | +94.6% | +38.4% | +107.9% |
| All | +133.0% | +104.3% | +28.7% | +107.9% |
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 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