+378.0%
IOVA vs RCAT
-59.1%
+437.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -10.3% | +8.8% | -0.8% |
| 7D | -41.3% | -18.5% | -22.7% | -40.5% |
| 30D | -38.5% | -37.0% | -1.6% | -36.9% |
| 3M | +99.5% | -54.9% | +154.4% | +108.4% |
| 6M | +126.0% | -63.6% | +189.6% | +138.2% |
| YTD | +218.7% | -49.6% | +268.2% | +237.0% |
| 1Y | +378.0% | -57.8% | +435.8% | +422.3% |
| All | +378.0% | -59.1% | +437.2% | +422.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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