+299.6%
ASX vs ROIV
+290.8%
+8.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -4.2% | -16.6% | -19.3% |
| 7D | -33.3% | -2.4% | -30.9% | -32.5% |
| 30D | -36.5% | +3.1% | -39.5% | -37.0% |
| 3M | -19.2% | +5.8% | -25.0% | -21.2% |
| 6M | -10.2% | +29.3% | -39.5% | -17.8% |
| YTD | +86.5% | +68.8% | +17.7% | +56.1% |
| 1Y | +89.6% | +81.0% | +8.6% | +54.0% |
| All | +299.6% | +290.8% | +8.8% | +135.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling