+222.0%
IOVA vs AMBA
-35.5%
+257.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +1.9% |
| 7D | -3.5% | +2.7% | -6.2% | -3.7% |
| 30D | -45.4% | -2.2% | -43.2% | -45.1% |
| 3M | +19.0% | -26.6% | +45.7% | +21.2% |
| 6M | +112.0% | -26.8% | +138.8% | +115.7% |
| YTD | +184.2% | -15.1% | +199.4% | +168.4% |
| 1Y | +222.0% | -32.3% | +254.3% | +218.4% |
| All | +222.0% | -35.5% | +257.5% | +218.4% |
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