-99.9%
AMIX vs IOVA
+6.3%
-106.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.9% | +8.9% |
| 7D | +11.4% | -8.5% | +19.9% | +12.1% |
| 30D | -40.5% | -44.7% | +4.2% | -38.6% |
| 3M | -80.1% | +26.2% | -106.3% | -80.5% |
| 6M | -74.8% | +123.2% | -198.0% | -76.4% |
| YTD | -84.0% | +196.0% | -280.0% | -85.3% |
| 1Y | -89.7% | +240.9% | -330.6% | -90.6% |
| All | -99.9% | +6.3% | -106.2% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling