-60.4%
IOVA vs ARMK
+106.7%
-167.1%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -3.5% | +2.7% | -6.1% | -4.7% |
| 30D | -45.4% | -1.5% | -43.9% | -45.0% |
| 3M | +19.0% | -11.6% | +30.6% | +25.4% |
| 6M | +112.0% | +6.7% | +105.3% | +102.5% |
| YTD | +184.2% | +47.4% | +136.8% | +128.0% |
| 1Y | +222.0% | +41.5% | +180.5% | +163.5% |
| 3Y | +92.6% | +95.5% | -3.0% | +28.2% |
| All | -60.4% | +106.7% | -167.1% | -76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling