+222.0%
IOVA vs RBA
-5.8%
+227.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | -3.5% | +1.7% | -5.2% | -3.6% |
| 30D | -45.4% | +8.3% | -53.7% | -45.5% |
| 3M | +19.0% | +10.5% | +8.5% | +17.8% |
| 6M | +112.0% | -5.9% | +117.9% | +112.2% |
| YTD | +184.2% | -6.9% | +191.1% | +189.8% |
| 1Y | +222.0% | -4.9% | +226.9% | +227.1% |
| All | +222.0% | -5.8% | +227.8% | +227.1% |
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