+11.4%
AMCR vs IOVA
+299.5%
-288.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.6% |
| 7D | -3.3% | +9.7% | -13.0% | -3.4% |
| 30D | -5.4% | +102.5% | -108.0% | -6.8% |
| 3M | +20.0% | +100.7% | -80.7% | +17.8% |
| 6M | 0.0% | +106.3% | -106.3% | -2.1% |
| YTD | +11.5% | +222.0% | -210.5% | +9.1% |
| 1Y | +11.4% | +299.5% | -288.2% | +6.8% |
| All | +11.4% | +299.5% | -288.2% | +6.8% |
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