+79.2%
IOVA vs AMBA
+10.0%
+69.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -9.4% | -1.6% | -8.0% |
| 7D | -19.0% | -14.6% | -4.5% | -14.6% |
| 30D | -40.3% | -18.8% | -21.5% | -35.8% |
| 3M | +78.3% | -32.6% | +110.9% | +101.5% |
| 6M | +94.5% | -25.8% | +120.3% | +96.8% |
| YTD | +183.5% | -22.1% | +205.6% | +172.0% |
| 1Y | +327.6% | -36.2% | +363.8% | +345.2% |
| All | +79.2% | +10.0% | +69.2% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling