+39.1%
BKNG vs ROIV
+230.5%
-191.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -3.9% |
| 7D | -13.1% | +22.3% | -35.4% | -14.6% |
| 30D | -18.5% | +16.9% | -35.4% | -19.6% |
| 3M | +5.8% | +43.9% | -38.2% | +1.9% |
| 6M | -2.1% | +41.6% | -43.7% | -5.8% |
| YTD | -18.6% | +92.7% | -111.3% | -24.6% |
| 1Y | -21.7% | +210.2% | -231.8% | -32.3% |
| All | +39.1% | +230.5% | -191.4% | +14.9% |
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 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