-99.9%
AMIX vs IOVA
+1.8%
-101.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -11.0% | +5.4% | -4.9% |
| 7D | -25.5% | -19.0% | -6.5% | -24.5% |
| 30D | -56.2% | -40.3% | -15.9% | -55.0% |
| 3M | -87.4% | +78.3% | -165.8% | -88.0% |
| 6M | -80.9% | +94.5% | -175.4% | -82.0% |
| YTD | -86.8% | +183.5% | -270.4% | -87.9% |
| 1Y | -91.3% | +327.6% | -419.0% | -92.1% |
| All | -99.9% | +1.8% | -101.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling