+7.6%
IOVA vs RBA
+185.7%
-178.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +9.7% | -2.9% | +12.7% | +11.0% |
| 30D | +102.5% | -12.3% | +114.8% | +112.0% |
| 3M | +100.7% | -20.5% | +121.2% | +116.4% |
| 6M | +106.3% | -18.5% | +124.9% | +121.3% |
| YTD | +222.0% | -18.2% | +240.2% | +242.9% |
| 1Y | +299.5% | -27.5% | +327.0% | +346.3% |
| 3Y | +42.9% | +38.1% | +4.9% | +18.8% |
| 5Y | -65.0% | +44.8% | -109.8% | -72.4% |
| All | +7.6% | +185.7% | -178.2% | -46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling