+244.7%
IOVA vs ARMK
+46.1%
+198.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | +1.2% |
| 7D | +1.9% | +0.9% | +0.9% | +1.5% |
| 30D | -44.1% | -0.4% | -43.8% | -44.2% |
| 3M | +28.9% | -2.0% | +30.8% | +28.4% |
| 6M | +125.7% | +22.0% | +103.7% | +115.8% |
| YTD | +199.3% | +49.6% | +149.7% | +177.6% |
| All | +244.7% | +46.1% | +198.6% | +222.5% |
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