+198.5%
ROIV vs AMP
+72.3%
+126.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | +1.0% | -0.1% | +1.0% | +0.9% |
| 3M | +18.3% | +23.6% | -5.3% | +10.6% |
| 6M | +18.3% | +20.4% | -2.0% | +11.4% |
| YTD | +61.0% | +15.4% | +45.5% | +53.0% |
| 1Y | +177.9% | +11.0% | +166.9% | +167.4% |
| All | +198.5% | +72.3% | +126.2% | +114.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling