+210.2%
ROIV vs AHR
+28.9%
+181.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +22.3% | -4.3% | +26.7% | +23.2% |
| 30D | +16.9% | -3.1% | +19.9% | +17.5% |
| 3M | +43.9% | +15.7% | +28.3% | +39.2% |
| 6M | +41.6% | +4.1% | +37.5% | +40.2% |
| YTD | +92.7% | +15.4% | +77.2% | +88.3% |
| 1Y | +210.2% | +28.0% | +182.2% | +197.0% |
| All | +210.2% | +28.9% | +181.3% | +197.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling