-34.8%
ACHR vs IOVA
+254.2%
-289.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -3.1% | -2.6% | -5.4% |
| 7D | -2.7% | -2.2% | -0.5% | -2.5% |
| 30D | -12.1% | +31.7% | -43.9% | -14.4% |
| 3M | +3.4% | +117.3% | -113.9% | -4.9% |
| 6M | -15.6% | +55.8% | -71.5% | -20.4% |
| YTD | -26.9% | +208.8% | -235.7% | -36.6% |
| 1Y | -34.8% | +255.7% | -290.5% | -41.7% |
| All | -34.8% | +254.2% | -289.0% | -41.7% |
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