+6.4%
IOVA vs RBA
+209.3%
-202.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.3% |
| 7D | -7.0% | +0.6% | -7.6% | -7.2% |
| 30D | -44.4% | +9.0% | -53.4% | -46.9% |
| 3M | +24.7% | +7.2% | +17.5% | +19.8% |
| 6M | +118.6% | -7.8% | +126.4% | +120.0% |
| YTD | +196.3% | -6.4% | +202.7% | +195.7% |
| 1Y | +205.3% | -4.2% | +209.5% | +201.8% |
| 3Y | +103.8% | +64.1% | +39.7% | +57.6% |
| 5Y | -65.6% | +48.4% | -114.0% | -73.1% |
| 10Y | +6.4% | +209.9% | -203.5% | -46.9% |
| All | +6.4% | +209.3% | -202.9% | -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