+299.5%
IOVA vs BRKR
+100.6%
+199.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.1% |
| 7D | +9.7% | +2.5% | +7.3% | +9.6% |
| 30D | +102.5% | +11.5% | +91.0% | +102.1% |
| 3M | +100.7% | -2.4% | +103.1% | +101.5% |
| 6M | +106.3% | +52.3% | +54.0% | +89.9% |
| YTD | +222.0% | +24.5% | +197.5% | +205.7% |
| 1Y | +299.5% | +97.3% | +202.2% | +221.0% |
| All | +299.5% | +100.6% | +199.0% | +221.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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