+299.5%
IOVA vs CLBK
+73.3%
+226.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.7% | +1.2% | +8.5% | +9.5% |
| 30D | +102.5% | +9.1% | +93.4% | +99.9% |
| 3M | +100.7% | +27.7% | +73.0% | +96.6% |
| 6M | +106.3% | +40.8% | +65.5% | +101.2% |
| YTD | +222.0% | +66.4% | +155.6% | +219.5% |
| 1Y | +299.5% | +72.4% | +227.2% | +290.8% |
| All | +299.5% | +73.3% | +226.2% | +290.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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