+92.3%
ROIV vs BAH
+5.1%
+87.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | +1.7% | +1.7% | 0.0% | +1.7% |
| 30D | +17.6% | +20.8% | -3.2% | +17.2% |
| 3M | +9.0% | +11.6% | -2.6% | +9.0% |
| 6M | +35.3% | +23.1% | +12.2% | +35.2% |
| YTD | +82.2% | +5.3% | +76.9% | +86.0% |
| 1Y | +92.3% | +6.1% | +86.1% | +90.0% |
| All | +92.3% | +5.1% | +87.2% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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