-99.1%
AMC vs IOVA
-67.2%
-31.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | +5.5% | -8.5% | +14.0% | +6.5% |
| 30D | +16.1% | -44.7% | +60.8% | +22.0% |
| 3M | +43.0% | +26.2% | +16.7% | +35.8% |
| 6M | +130.7% | +123.2% | +7.5% | +99.3% |
| YTD | +121.8% | +196.0% | -74.2% | +80.8% |
| 1Y | +40.7% | +240.9% | -200.3% | +11.7% |
| 3Y | -56.8% | +103.5% | -160.3% | -68.7% |
| 5Y | -99.1% | -65.5% | -33.6% | -99.1% |
| All | -99.1% | -67.2% | -31.9% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling