+2.8%
IOVA vs RBA
+207.2%
-204.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.4% |
| 7D | -3.5% | +1.7% | -5.2% | -4.1% |
| 30D | -45.4% | +8.3% | -53.7% | -47.7% |
| 3M | +19.0% | +10.5% | +8.5% | +13.1% |
| 6M | +112.0% | -5.9% | +117.9% | +111.5% |
| YTD | +184.2% | -6.9% | +191.1% | +184.3% |
| 1Y | +222.0% | -4.9% | +226.9% | +219.3% |
| 3Y | +92.6% | +64.5% | +28.1% | +48.8% |
| 5Y | -63.2% | +46.1% | -109.2% | -71.1% |
| All | +2.8% | +207.2% | -204.4% | -48.6% |
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 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