-22.3%
SYK vs ROIV
+177.7%
-200.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.6% |
| 7D | -8.3% | +0.6% | -9.0% | -8.3% |
| 30D | -10.1% | +1.0% | -11.0% | -10.1% |
| 3M | +0.9% | +18.3% | -17.4% | +0.1% |
| 6M | -20.2% | +18.3% | -38.5% | -21.0% |
| YTD | -13.3% | +61.0% | -74.3% | -12.9% |
| 1Y | -22.3% | +177.9% | -200.2% | -24.9% |
| All | -22.3% | +177.7% | -200.0% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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