+298.8%
ROIV vs AEE
+63.7%
+235.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.0% | +17.8% | +18.6% |
| 7D | +20.2% | +1.3% | +18.8% | +19.9% |
| 30D | +14.1% | -1.2% | +15.4% | +14.4% |
| 3M | +45.6% | +1.0% | +44.6% | +45.2% |
| 6M | +44.1% | -2.3% | +46.4% | +44.4% |
| YTD | +91.2% | +9.1% | +82.0% | +87.4% |
| 1Y | +221.3% | +10.6% | +210.7% | +214.1% |
| 3Y | +229.2% | +48.5% | +180.7% | +203.7% |
| 5Y | +316.5% | +39.9% | +276.6% | +292.3% |
| All | +298.8% | +63.7% | +235.1% | +275.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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