+229.2%
ROIV vs RRX
+4.1%
+225.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +0.5% | +18.2% | +18.6% |
| 7D | +20.2% | +4.3% | +15.9% | +19.0% |
| 30D | +14.1% | -8.0% | +22.2% | +16.3% |
| 3M | +45.6% | -22.0% | +67.6% | +52.6% |
| 6M | +44.1% | -11.9% | +56.0% | +45.6% |
| YTD | +91.2% | +17.1% | +74.1% | +80.5% |
| 1Y | +221.3% | +14.9% | +206.4% | +202.6% |
| 3Y | +229.2% | +6.9% | +222.3% | +197.0% |
| All | +229.2% | +4.1% | +225.1% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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