-89.7%
AMIX vs IOVA
+233.9%
-323.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.1% | +9.9% | +8.9% |
| 7D | +11.4% | -8.5% | +19.9% | +12.4% |
| 30D | -40.5% | -44.7% | +4.2% | -38.0% |
| 3M | -80.1% | +26.2% | -106.3% | -80.5% |
| 6M | -74.8% | +123.2% | -198.0% | -77.1% |
| YTD | -84.0% | +196.0% | -280.0% | -86.1% |
| 1Y | -89.7% | +240.9% | -330.6% | -91.1% |
| All | -89.7% | +233.9% | -323.6% | -91.1% |
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 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