+294.0%
ROIV vs AHR
+360.2%
-66.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.2% |
| 7D | +19.0% | -3.0% | +22.0% | +19.5% |
| 30D | +16.1% | +2.6% | +13.5% | +15.6% |
| 3M | +44.1% | +16.0% | +28.1% | +40.2% |
| 6M | +37.8% | +3.1% | +34.8% | +36.7% |
| YTD | +88.7% | +16.0% | +72.6% | +83.6% |
| 1Y | +197.3% | +28.0% | +169.3% | +184.5% |
| All | +294.0% | +360.2% | -66.1% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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