+373.1%
ROIV vs AMBA
-72.1%
+445.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -9.4% | +5.2% | -2.1% |
| 7D | -2.4% | -14.6% | +12.2% | +1.1% |
| 30D | +3.1% | -18.8% | +21.9% | +7.8% |
| 3M | +5.8% | -32.6% | +38.4% | +14.9% |
| 6M | +29.3% | -25.8% | +55.1% | +31.9% |
| YTD | +68.8% | -22.1% | +90.9% | +67.1% |
| 1Y | +81.0% | -36.2% | +117.2% | +87.0% |
| 3Y | +294.6% | +10.0% | +284.6% | +216.1% |
| 5Y | +373.1% | -71.6% | +444.7% | +440.9% |
| All | +373.1% | -72.1% | +445.2% | +440.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling