+252.1%
ROIV vs AVAV
+12.4%
+239.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -9.8% | +5.6% | -2.9% |
| 7D | -2.4% | -24.3% | +21.9% | +1.1% |
| 30D | +3.1% | -28.9% | +32.0% | +7.6% |
| 3M | +5.8% | -39.3% | +45.1% | +12.6% |
| 6M | +29.3% | -38.8% | +68.1% | +35.6% |
| YTD | +68.8% | -57.8% | +126.6% | +83.7% |
| 1Y | +81.0% | -70.9% | +151.9% | +106.5% |
| 3Y | +294.6% | -14.8% | +309.4% | +273.1% |
| 5Y | +373.1% | +7.3% | +365.8% | +317.4% |
| All | +252.1% | +12.4% | +239.7% | +213.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 all: compounded portfolio wealth divided by compounded AVAV 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…
all analysis · Full analysis span regression · 6 months rolling