+378.0%
IOVA vs AMBA
-25.6%
+403.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -1.3% |
| 7D | -41.3% | -8.1% | -33.2% | -40.6% |
| 30D | -38.5% | -10.8% | -27.8% | -37.8% |
| 3M | +99.5% | -25.9% | +125.5% | +104.6% |
| 6M | +126.0% | -13.9% | +139.8% | +121.5% |
| YTD | +218.7% | -14.0% | +232.7% | +199.3% |
| 1Y | +378.0% | -25.7% | +403.7% | +373.7% |
| All | +378.0% | -25.6% | +403.6% | +373.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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