+309.4%
ROIV vs BRKR
-39.7%
+349.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +16.9% | -8.7% | +25.5% | +19.4% |
| 30D | +12.9% | -9.9% | +22.7% | +15.6% |
| 3M | +37.3% | -3.1% | +40.4% | +35.4% |
| 6M | +38.0% | +45.5% | -7.5% | +19.9% |
| YTD | +88.1% | +13.7% | +74.4% | +73.8% |
| 1Y | +183.3% | +67.4% | +115.8% | +130.3% |
| 3Y | +254.6% | -13.2% | +267.9% | +235.2% |
| All | +309.4% | -39.7% | +349.2% | +278.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling