+316.5%
ROIV vs AMCR
-9.8%
+326.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.8% | +20.5% | +19.3% |
| 7D | +20.2% | -1.8% | +22.0% | +20.7% |
| 30D | +14.1% | -6.0% | +20.2% | +16.0% |
| 3M | +45.6% | +18.9% | +26.7% | +37.2% |
| 6M | +44.1% | +5.7% | +38.5% | +40.2% |
| YTD | +91.2% | +11.1% | +80.1% | +82.4% |
| 1Y | +221.3% | +12.7% | +208.6% | +204.6% |
| 3Y | +229.2% | +9.6% | +219.6% | +210.1% |
| 5Y | +316.5% | -10.3% | +326.8% | +326.4% |
| All | +316.5% | -9.8% | +326.3% | +326.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling