+302.0%
ROIV vs AMP
+212.7%
+89.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.1% |
| 7D | +22.3% | 0.0% | +22.3% | +22.3% |
| 30D | +16.9% | -1.0% | +17.9% | +17.1% |
| 3M | +43.9% | +23.2% | +20.7% | +33.8% |
| 6M | +41.6% | +20.4% | +21.2% | +32.5% |
| YTD | +92.7% | +13.6% | +79.0% | +83.1% |
| 1Y | +210.2% | +13.4% | +196.8% | +194.2% |
| 3Y | +231.8% | +66.5% | +165.3% | +169.1% |
| 5Y | +319.8% | +120.2% | +199.6% | +210.9% |
| All | +302.0% | +212.7% | +89.3% | +196.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling