+378.0%
IOVA vs BAM
+4.2%
+373.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.2% | -7.7% | -2.4% |
| 7D | -41.3% | +14.2% | -55.5% | -42.8% |
| 30D | -38.5% | +21.0% | -59.5% | -41.3% |
| 3M | +99.5% | +5.2% | +94.4% | +97.4% |
| 6M | +126.0% | +16.0% | +110.0% | +116.0% |
| YTD | +218.7% | +6.5% | +212.2% | +196.0% |
| 1Y | +378.0% | +4.4% | +373.6% | +345.8% |
| All | +378.0% | +4.2% | +373.8% | +345.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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