+89.0%
ROIV vs ALK
-6.6%
+95.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.6% | +6.0% |
| 7D | +5.3% | +9.0% | -3.7% | +3.3% |
| 30D | +11.9% | -1.6% | +13.5% | +12.2% |
| 3M | +10.7% | -23.2% | +33.9% | +18.0% |
| 6M | +34.9% | -3.9% | +38.8% | +32.4% |
| YTD | +79.2% | -22.6% | +101.8% | +89.1% |
| 1Y | +89.0% | -5.3% | +94.3% | +90.8% |
| All | +89.0% | -6.6% | +95.6% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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