+4.5%
IOVA vs AHR
+357.7%
-353.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.9% |
| 7D | -2.2% | -4.3% | +2.1% | -1.7% |
| 30D | +31.7% | -3.1% | +34.8% | +32.2% |
| 3M | +117.3% | +15.7% | +101.6% | +112.2% |
| 6M | +55.8% | +4.1% | +51.7% | +54.0% |
| YTD | +208.8% | +15.4% | +193.4% | +201.2% |
| 1Y | +255.7% | +28.0% | +227.7% | +243.5% |
| All | +4.5% | +357.7% | -353.2% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling