+197.3%
ROIV vs AMP
+13.8%
+183.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.1% |
| 7D | +19.0% | -2.0% | +21.0% | +19.1% |
| 30D | +16.1% | -1.7% | +17.8% | +16.3% |
| 3M | +44.1% | +23.2% | +20.9% | +40.1% |
| 6M | +37.8% | +22.2% | +15.7% | +34.1% |
| YTD | +88.7% | +14.0% | +74.7% | +87.2% |
| 1Y | +197.3% | +14.0% | +183.3% | +197.6% |
| All | +197.3% | +13.8% | +183.5% | +197.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling