+378.0%
IOVA vs RBA
-2.0%
+380.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.1% | -3.5% | -1.5% |
| 7D | -41.3% | +12.7% | -53.9% | -41.6% |
| 30D | -38.5% | +15.5% | -54.1% | -39.2% |
| 3M | +99.5% | -14.0% | +113.6% | +111.1% |
| 6M | +126.0% | -8.8% | +134.8% | +130.8% |
| YTD | +218.7% | -6.9% | +225.6% | +245.8% |
| 1Y | +378.0% | -3.0% | +381.0% | +436.6% |
| All | +378.0% | -2.0% | +380.0% | +436.6% |
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