+29.6%
KEY vs ROIV
+97.8%
-68.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.1% | -4.6% | +1.1% |
| 7D | +1.7% | +3.0% | -1.4% | +1.4% |
| 30D | +6.8% | +6.8% | -0.1% | +6.2% |
| 3M | -5.8% | +10.5% | -16.3% | -6.7% |
| 6M | +1.4% | +34.8% | -33.4% | -2.0% |
| YTD | +7.5% | +76.2% | -68.7% | +2.1% |
| 1Y | +29.6% | +92.4% | -62.8% | +22.1% |
| All | +29.6% | +97.8% | -68.2% | +22.1% |
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