+30.7%
IOVA vs AMBA
-0.9%
+31.6%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.1% | -2.3% | +1.9% |
| 7D | -5.2% | -7.2% | +2.1% | -2.6% |
| 30D | -37.8% | -10.4% | -27.4% | -35.0% |
| 3M | +29.5% | -30.1% | +59.6% | +44.9% |
| 6M | +96.6% | -22.4% | +119.0% | +98.1% |
| YTD | +194.5% | -17.3% | +211.9% | +183.6% |
| 1Y | +248.1% | -35.4% | +283.4% | +262.5% |
| 3Y | +86.1% | +18.6% | +67.5% | +47.8% |
| 5Y | -67.8% | -69.8% | +2.0% | -64.8% |
| All | +30.7% | -0.9% | +31.6% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling