+248.1%
IOVA vs ARMK
+40.7%
+207.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.6% | +3.4% |
| 7D | -5.2% | -2.6% | -2.6% | -5.2% |
| 30D | -37.8% | -5.2% | -32.6% | -37.7% |
| 3M | +29.5% | -6.5% | +36.0% | +29.5% |
| 6M | +96.6% | +15.3% | +81.3% | +90.2% |
| YTD | +194.5% | +43.6% | +150.9% | +176.0% |
| 1Y | +248.1% | +42.1% | +206.0% | +226.5% |
| All | +248.1% | +40.7% | +207.4% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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