+293.7%
ROIV vs BRKR
+0.8%
+292.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.6% | -0.5% | -1.7% |
| 7D | +19.0% | -9.8% | +28.8% | +21.8% |
| 30D | +16.1% | -6.1% | +22.2% | +17.7% |
| 3M | +44.1% | -2.4% | +46.5% | +42.0% |
| 6M | +37.8% | +46.7% | -8.8% | +20.5% |
| YTD | +88.7% | +14.0% | +74.7% | +75.0% |
| 1Y | +197.3% | +76.5% | +120.8% | +141.1% |
| 3Y | +224.9% | -11.7% | +236.6% | +206.6% |
| 5Y | +311.0% | -39.3% | +350.4% | +286.6% |
| All | +293.7% | +0.8% | +292.8% | +264.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling