-12.8%
BKNG vs IOVA
+299.5%
-312.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -2.0% | -1.0% |
| 7D | -6.0% | +9.7% | -15.7% | -6.3% |
| 30D | -6.6% | +102.5% | -109.2% | -9.4% |
| 3M | +15.7% | +100.7% | -85.0% | +11.7% |
| 6M | +14.1% | +106.3% | -92.2% | +9.7% |
| YTD | -9.3% | +222.0% | -231.3% | -14.8% |
| 1Y | -12.8% | +299.5% | -312.3% | -17.8% |
| All | -12.8% | +299.5% | -312.3% | -17.8% |
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