+112.8%
BKNG vs ROIV
+288.8%
-176.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -10.0% | +16.9% | -26.9% | -11.6% |
| 30D | -18.1% | +12.9% | -30.9% | -19.2% |
| 3M | +6.3% | +37.3% | -31.0% | +2.6% |
| 6M | +0.8% | +38.0% | -37.2% | -2.9% |
| YTD | -18.4% | +88.1% | -106.5% | -24.2% |
| 1Y | -20.4% | +183.3% | -203.7% | -29.4% |
| 3Y | +39.5% | +254.6% | -215.1% | +19.2% |
| 5Y | +92.7% | +309.8% | -217.2% | +50.4% |
| All | +112.8% | +288.8% | -176.0% | +67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling