-11.8%
BA vs ROIV
+93.5%
-105.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.6% | -0.2% |
| 7D | +1.1% | +5.3% | -4.3% | +0.4% |
| 30D | -7.9% | +11.9% | -19.8% | -9.3% |
| 3M | -25.3% | +10.7% | -36.0% | -26.8% |
| 6M | -24.6% | +34.9% | -59.5% | -29.2% |
| YTD | -20.1% | +79.2% | -99.3% | -28.1% |
| 1Y | -11.8% | +89.0% | -100.8% | -21.3% |
| All | -11.8% | +93.5% | -105.2% | -21.3% |
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