+81.8%
CRS vs IOVA
+244.9%
-163.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -2.1% |
| 7D | -4.1% | -6.4% | +2.3% | -3.8% |
| 30D | -16.6% | +25.4% | -42.0% | -17.6% |
| 3M | -14.3% | +115.3% | -129.6% | -18.9% |
| 6M | +11.6% | +56.5% | -44.9% | +7.1% |
| YTD | +42.6% | +198.2% | -155.6% | +31.1% |
| 1Y | +81.8% | +242.0% | -160.2% | +68.9% |
| All | +81.8% | +244.9% | -163.1% | +68.9% |
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