+299.5%
IOVA vs RRC
+23.4%
+276.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +9.7% | +1.3% | +8.4% | +9.4% |
| 30D | +102.5% | +10.1% | +92.4% | +97.5% |
| 3M | +100.7% | +4.0% | +96.7% | +98.0% |
| 6M | +106.3% | +1.6% | +104.8% | +103.0% |
| YTD | +222.0% | +19.7% | +202.3% | +188.2% |
| 1Y | +299.5% | +21.4% | +278.1% | +260.3% |
| All | +299.5% | +23.4% | +276.2% | +260.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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