-91.6%
AMIX vs IOVA
+255.8%
-347.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.4% |
| 7D | -16.0% | -5.2% | -10.8% | -15.6% |
| 30D | -55.4% | -37.8% | -17.7% | -53.8% |
| 3M | -87.5% | +29.5% | -117.0% | -87.8% |
| 6M | -81.2% | +96.6% | -177.8% | -82.7% |
| YTD | -86.8% | +194.5% | -281.3% | -88.7% |
| 1Y | -91.6% | +248.1% | -339.6% | -92.9% |
| All | -91.6% | +255.8% | -347.3% | -92.9% |
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 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