-31.4%
ROL vs TECH
+21.0%
-52.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | +3.0% | +0.1% | +2.8% | +3.0% |
| 30D | +19.8% | +0.5% | +19.2% | +19.8% |
| 3M | +7.9% | +1.1% | +6.8% | +7.9% |
| 6M | -25.6% | +62.8% | -88.5% | -27.7% |
| YTD | -34.1% | +24.5% | -58.6% | -34.1% |
| 1Y | -31.4% | +20.6% | -52.0% | -31.0% |
| All | -31.4% | +21.0% | -52.4% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling