+242.0%
IOVA vs CLBK
+66.6%
+175.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -4.0% | -3.5% |
| 7D | -6.4% | -1.4% | -5.1% | -6.2% |
| 30D | +25.4% | +4.5% | +20.9% | +24.5% |
| 3M | +115.3% | +22.8% | +92.6% | +111.2% |
| 6M | +56.5% | +43.4% | +13.1% | +53.5% |
| YTD | +198.2% | +64.1% | +134.1% | +195.3% |
| 1Y | +242.0% | +67.6% | +174.5% | +229.6% |
| All | +242.0% | +66.6% | +175.4% | +229.6% |
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