+299.5%
IOVA vs RBA
-26.5%
+326.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +9.7% | -2.9% | +12.7% | +10.3% |
| 30D | +102.5% | -12.3% | +114.8% | +106.7% |
| 3M | +100.7% | -20.5% | +121.2% | +107.8% |
| 6M | +106.3% | -18.5% | +124.9% | +111.9% |
| YTD | +222.0% | -18.2% | +240.2% | +240.8% |
| 1Y | +299.5% | -27.5% | +327.0% | +308.4% |
| All | +299.5% | -26.5% | +326.1% | +308.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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