-56.9%
ACHR vs IOVA
+362.8%
-419.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.2% | -0.2% |
| 7D | -5.1% | -41.3% | +36.2% | -2.7% |
| 30D | -12.7% | -38.5% | +25.8% | -10.8% |
| 3M | -22.4% | +99.5% | -122.0% | -27.9% |
| 6M | -28.6% | +126.0% | -154.6% | -34.9% |
| YTD | -45.2% | +218.7% | -263.9% | -52.5% |
| 1Y | -56.9% | +378.0% | -434.9% | -64.1% |
| All | -56.9% | +362.8% | -419.7% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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