+6.4%
IOVA vs AMBA
+7.9%
-1.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -1.0% |
| 7D | -7.0% | +2.6% | -9.6% | -7.7% |
| 30D | -44.4% | -3.6% | -40.9% | -43.4% |
| 3M | +24.7% | -24.6% | +49.3% | +36.1% |
| 6M | +118.6% | -21.6% | +140.3% | +119.7% |
| YTD | +196.3% | -11.8% | +208.1% | +179.2% |
| 1Y | +205.3% | -33.2% | +238.5% | +214.9% |
| 3Y | +103.8% | +24.5% | +79.3% | +59.2% |
| 5Y | -65.6% | -67.7% | +2.1% | -63.1% |
| 10Y | +6.4% | +4.7% | +1.7% | -39.0% |
| All | +6.4% | +7.9% | -1.4% | -39.0% |
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