-39.6%
DKS vs IOVA
+259.8%
-299.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.7% | -3.3% | +2.5% |
| 7D | -2.0% | -2.2% | +0.1% | -2.1% |
| 30D | -32.7% | +27.6% | -60.3% | -32.6% |
| 3M | -38.8% | +117.2% | -156.0% | -38.7% |
| 6M | -29.4% | +77.7% | -107.1% | -29.7% |
| YTD | -30.3% | +215.0% | -245.3% | -30.5% |
| 1Y | -39.6% | +255.4% | -295.0% | -38.8% |
| All | -39.6% | +259.8% | -299.4% | -38.8% |
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