-13.6%
BKNG vs IOVA
+362.8%
-376.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.5% | +11.3% | +9.9% |
| 7D | +15.6% | -41.3% | +56.8% | +17.2% |
| 30D | +8.0% | -38.5% | +46.5% | +9.2% |
| 3M | -11.8% | +99.5% | -111.3% | -15.7% |
| 6M | +3.8% | +126.0% | -122.2% | -2.5% |
| YTD | -19.6% | +218.7% | -238.3% | -26.5% |
| 1Y | -13.6% | +378.0% | -391.6% | -22.2% |
| All | -13.6% | +362.8% | -376.4% | -22.2% |
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