+378.0%
IOVA vs AMP
+18.6%
+359.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.5% | -5.9% | -1.9% |
| 7D | -41.3% | +7.7% | -48.9% | -41.8% |
| 30D | -38.5% | +6.6% | -45.1% | -39.0% |
| 3M | +99.5% | -4.7% | +104.3% | +102.5% |
| 6M | +126.0% | +12.9% | +113.1% | +111.7% |
| YTD | +218.7% | +8.6% | +210.1% | +190.4% |
| 1Y | +378.0% | +18.2% | +359.8% | +326.2% |
| All | +378.0% | +18.6% | +359.5% | +326.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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