+221.3%
ROIV vs AEE
+10.3%
+211.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.0% | +17.8% | +18.7% |
| 7D | +20.2% | +1.3% | +18.8% | +20.1% |
| 30D | +14.1% | -1.2% | +15.4% | +14.1% |
| 3M | +45.6% | +1.0% | +44.6% | +45.3% |
| 6M | +44.1% | -2.3% | +46.4% | +44.7% |
| YTD | +91.2% | +9.1% | +82.0% | +88.5% |
| 1Y | +221.3% | +10.6% | +210.7% | +233.2% |
| All | +221.3% | +10.3% | +211.0% | +233.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling