+205.3%
IOVA vs ARMK
+44.4%
+160.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -7.0% | +2.8% | -9.8% | -7.3% |
| 30D | -44.4% | -1.8% | -42.7% | -44.4% |
| 3M | +24.7% | -10.9% | +35.5% | +24.0% |
| 6M | +118.6% | +21.2% | +97.4% | +109.8% |
| YTD | +196.3% | +47.0% | +149.3% | +181.9% |
| 1Y | +205.3% | +42.9% | +162.4% | +191.7% |
| All | +205.3% | +44.4% | +160.9% | +191.7% |
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