+378.0%
IOVA vs AHR
+26.3%
+351.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -1.5% |
| 7D | -41.3% | +9.5% | -50.7% | -41.4% |
| 30D | -38.5% | +11.7% | -50.2% | -39.1% |
| 3M | +99.5% | +4.0% | +95.6% | +99.8% |
| 6M | +126.0% | +13.5% | +112.4% | +119.5% |
| YTD | +218.7% | +21.6% | +197.1% | +196.8% |
| 1Y | +378.0% | +25.1% | +352.9% | +331.0% |
| All | +378.0% | +26.3% | +351.7% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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