+222.0%
IOVA vs RCAT
-54.8%
+276.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +2.1% |
| 7D | -3.5% | -5.9% | +2.5% | -2.9% |
| 30D | -45.4% | -19.7% | -25.7% | -44.4% |
| 3M | +19.0% | -62.9% | +81.9% | +28.6% |
| 6M | +112.0% | -59.6% | +171.6% | +127.2% |
| YTD | +184.2% | -52.1% | +236.3% | +180.3% |
| 1Y | +222.0% | -50.9% | +272.9% | +212.8% |
| All | +222.0% | -54.8% | +276.8% | +212.8% |
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