+299.5%
IOVA vs RCAT
-2.3%
+301.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.2% |
| 7D | +9.7% | -1.4% | +11.2% | +9.8% |
| 30D | +102.5% | -3.3% | +105.9% | +102.7% |
| 3M | +100.7% | -43.2% | +143.9% | +105.5% |
| 6M | +106.3% | -43.2% | +149.5% | +109.7% |
| YTD | +222.0% | +5.5% | +216.4% | +216.3% |
| 1Y | +299.5% | -1.6% | +301.2% | +288.3% |
| All | +299.5% | -2.3% | +301.9% | +288.3% |
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