+21.1%
IOVA vs BAM
+81.2%
-60.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | -3.5% | -2.7% | -0.8% | -1.8% |
| 30D | -45.4% | +15.5% | -60.9% | -50.9% |
| 3M | +19.0% | -6.9% | +25.9% | +22.8% |
| 6M | +112.0% | +9.9% | +102.1% | +93.9% |
| YTD | +184.2% | +1.4% | +182.9% | +169.8% |
| 1Y | +222.0% | +3.3% | +218.7% | +200.3% |
| 3Y | +92.6% | +83.6% | +8.9% | +30.6% |
| All | +21.1% | +81.2% | -60.2% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling