+7.8%
AMCR vs IOVA
+259.8%
-252.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.7% | -7.2% | -1.7% |
| 7D | -6.3% | -2.2% | -4.1% | -6.2% |
| 30D | -7.8% | +27.6% | -35.4% | -8.3% |
| 3M | +7.5% | +117.2% | -109.6% | +5.3% |
| 6M | +2.7% | +77.7% | -75.0% | +0.3% |
| YTD | +6.0% | +215.0% | -209.0% | +3.7% |
| 1Y | +7.8% | +255.4% | -247.6% | +4.6% |
| All | +7.8% | +259.8% | -252.0% | +4.6% |
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