-67.9%
IOVA vs ARMK
+96.3%
-164.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.5% | -0.6% | +1.8% |
| 7D | -5.2% | -2.6% | -2.6% | -3.9% |
| 30D | -37.8% | -5.2% | -32.6% | -36.2% |
| 3M | +29.5% | -6.5% | +36.0% | +32.7% |
| 6M | +96.6% | +15.3% | +81.3% | +79.9% |
| YTD | +194.5% | +43.6% | +150.9% | +138.9% |
| 1Y | +248.1% | +42.1% | +206.0% | +183.5% |
| 3Y | +86.1% | +94.0% | -7.9% | +23.6% |
| All | -67.9% | +96.3% | -164.2% | -80.9% |
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