+123.6%
KEY vs ROIV
+200.3%
-76.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | +2.2% | +0.6% | +1.6% | +2.1% |
| 30D | -3.0% | +1.0% | -4.0% | -3.3% |
| 3M | +3.3% | +18.3% | -15.0% | -0.4% |
| 6M | +9.2% | +18.3% | -9.1% | +4.9% |
| YTD | +10.6% | +61.0% | -50.3% | -0.8% |
| 1Y | +20.4% | +177.9% | -157.5% | -5.8% |
| All | +123.6% | +200.3% | -76.8% | +64.0% |
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