+210.2%
ROIV vs AMCR
+10.0%
+200.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.3% |
| 7D | +22.3% | -6.3% | +28.6% | +23.9% |
| 30D | +16.9% | -7.1% | +24.0% | +18.5% |
| 3M | +43.9% | +12.7% | +31.3% | +37.8% |
| 6M | +41.6% | +5.2% | +36.4% | +36.2% |
| YTD | +92.7% | +8.1% | +84.6% | +87.8% |
| 1Y | +210.2% | +11.7% | +198.4% | +203.4% |
| All | +210.2% | +10.0% | +200.2% | +203.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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