+39.8%
IOVA vs AMP
+64.9%
-25.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.5% |
| 7D | -2.2% | 0.0% | -2.2% | -2.2% |
| 30D | +31.7% | -1.0% | +32.7% | +32.0% |
| 3M | +117.3% | +23.2% | +94.0% | +83.5% |
| 6M | +55.8% | +20.4% | +35.4% | +34.6% |
| YTD | +208.8% | +13.6% | +195.1% | +172.3% |
| 1Y | +255.7% | +13.4% | +242.3% | +214.1% |
| All | +39.8% | +64.9% | -25.1% | -35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling