+89.3%
IOVA vs RCAT
+347.2%
-257.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -8.3% | +2.6% | -4.8% |
| 7D | -1.4% | +15.6% | -17.0% | -3.0% |
| 30D | -47.4% | -24.1% | -23.3% | -46.1% |
| 3M | +13.2% | -61.9% | +75.1% | +23.7% |
| 6M | +114.3% | -64.3% | +178.7% | +132.6% |
| YTD | +179.5% | -50.4% | +229.9% | +183.9% |
| 1Y | +200.4% | -54.0% | +254.4% | +206.2% |
| All | +89.3% | +347.2% | -257.8% | +37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling