+254.6%
ROIV vs BRKR
-11.8%
+266.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | +16.9% | -8.7% | +25.5% | +18.6% |
| 30D | +12.9% | -9.9% | +22.7% | +14.8% |
| 3M | +37.3% | -3.1% | +40.4% | +35.9% |
| 6M | +38.0% | +45.5% | -7.5% | +24.9% |
| YTD | +88.1% | +13.7% | +74.4% | +77.2% |
| 1Y | +183.3% | +67.4% | +115.8% | +144.9% |
| 3Y | +254.6% | -13.2% | +267.9% | +234.1% |
| All | +254.6% | -11.8% | +266.4% | +234.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling