+378.0%
IOVA vs CLBK
+65.7%
+312.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.5% |
| 7D | -41.3% | +4.6% | -45.8% | -41.3% |
| 30D | -38.5% | -1.5% | -37.0% | -38.2% |
| 3M | +99.5% | +4.4% | +95.2% | +99.1% |
| 6M | +126.0% | +31.7% | +94.3% | +129.0% |
| YTD | +218.7% | +58.7% | +160.0% | +243.4% |
| 1Y | +378.0% | +64.9% | +313.2% | +420.1% |
| All | +378.0% | +65.7% | +312.3% | +420.1% |
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