+177.9%
ROIV vs APD
+6.0%
+171.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.5% |
| 7D | +0.6% | -2.2% | +2.8% | +0.7% |
| 30D | +1.0% | +2.1% | -1.1% | +0.9% |
| 3M | +18.3% | +7.2% | +11.1% | +17.9% |
| 6M | +18.3% | +11.2% | +7.1% | +17.3% |
| YTD | +61.0% | +24.4% | +36.6% | +57.5% |
| 1Y | +177.9% | +6.7% | +171.2% | +201.0% |
| All | +177.9% | +6.0% | +171.8% | +201.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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