+54.4%
ROIV vs AAOX
-52.8%
+107.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +11.2% | +7.6% | +18.6% |
| 7D | +20.2% | +15.2% | +4.9% | +20.0% |
| 30D | +14.1% | -40.3% | +54.5% | +14.2% |
| 3M | +45.6% | -81.2% | +126.8% | +41.8% |
| All | +54.4% | -52.8% | +107.2% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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 · Available span rolling