+89.0%
ROIV vs AMRZ
-14.7%
+103.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +6.4% |
| 7D | +5.3% | +1.2% | +4.2% | +5.2% |
| 30D | +11.9% | +15.1% | -3.2% | +9.7% |
| 3M | +10.7% | -18.1% | +28.8% | +15.0% |
| 6M | +34.9% | -23.5% | +58.4% | +41.4% |
| YTD | +79.2% | -21.6% | +100.8% | +84.9% |
| 1Y | +89.0% | -14.7% | +103.8% | +92.5% |
| All | +89.0% | -14.7% | +103.7% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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