+292.5%
ROIV vs BRKR
+0.6%
+291.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +16.9% | -8.7% | +25.5% | +19.3% |
| 30D | +12.9% | -9.9% | +22.7% | +15.5% |
| 3M | +37.3% | -3.1% | +40.4% | +35.5% |
| 6M | +38.0% | +45.5% | -7.5% | +20.9% |
| YTD | +88.1% | +13.7% | +74.4% | +74.6% |
| 1Y | +183.3% | +67.4% | +115.8% | +133.3% |
| 3Y | +254.6% | -13.2% | +267.9% | +237.1% |
| 5Y | +309.8% | -39.5% | +349.3% | +285.7% |
| All | +292.5% | +0.6% | +291.9% | +263.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 10y: compounded portfolio wealth divided by compounded BRKR 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…
10y analysis · Full analysis span regression · 6 months rolling