+0.9%
IOVA vs AHR
+360.2%
-359.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -4.0% | -3.5% |
| 7D | -6.4% | -3.0% | -3.4% | -6.1% |
| 30D | +25.4% | +2.6% | +22.8% | +25.2% |
| 3M | +115.3% | +16.0% | +99.3% | +110.2% |
| 6M | +56.5% | +3.1% | +53.5% | +54.8% |
| YTD | +198.2% | +16.0% | +182.1% | +190.6% |
| 1Y | +242.0% | +28.0% | +214.1% | +230.2% |
| All | +0.9% | +360.2% | -359.3% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling