+316.5%
ROIV vs AMP
+122.1%
+194.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.7% | +19.4% | +19.0% |
| 7D | +20.2% | +2.6% | +17.6% | +19.0% |
| 30D | +14.1% | +0.8% | +13.3% | +13.6% |
| 3M | +45.6% | +24.3% | +21.3% | +33.8% |
| 6M | +44.1% | +20.6% | +23.6% | +33.8% |
| YTD | +91.2% | +14.6% | +76.5% | +80.0% |
| 1Y | +221.3% | +14.5% | +206.8% | +201.6% |
| 3Y | +229.2% | +67.9% | +161.3% | +156.0% |
| 5Y | +316.5% | +122.5% | +194.0% | +204.8% |
| All | +316.5% | +122.1% | +194.4% | +204.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling