+244.7%
IOVA vs BAM
+5.0%
+239.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.1% |
| 7D | +1.9% | +5.3% | -3.4% | +0.9% |
| 30D | -44.1% | +18.1% | -62.2% | -46.6% |
| 3M | +28.9% | +4.2% | +24.6% | +27.5% |
| 6M | +125.7% | +11.1% | +114.6% | +116.9% |
| YTD | +199.3% | +6.6% | +192.7% | +176.6% |
| All | +244.7% | +5.0% | +239.7% | +218.8% |
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