-69.0%
IOVA vs AMBA
-72.1%
+3.0%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -9.4% | -1.6% | -8.1% |
| 7D | -19.0% | -14.6% | -4.5% | -14.7% |
| 30D | -40.3% | -18.8% | -21.5% | -35.9% |
| 3M | +78.3% | -32.6% | +110.9% | +101.1% |
| 6M | +94.5% | -25.8% | +120.3% | +98.2% |
| YTD | +183.5% | -22.1% | +205.6% | +177.2% |
| 1Y | +327.6% | -36.2% | +363.8% | +346.8% |
| 3Y | +83.8% | +10.0% | +73.9% | +47.7% |
| 5Y | -69.0% | -71.6% | +2.5% | -67.5% |
| All | -69.0% | -72.1% | +3.0% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling