+378.0%
IOVA vs RRC
+44.7%
+333.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.5% | +2.1% | -1.4% |
| 7D | -41.3% | -6.8% | -34.5% | -41.2% |
| 30D | -38.5% | +34.7% | -73.2% | -36.3% |
| 3M | +99.5% | +31.5% | +68.0% | +106.3% |
| 6M | +126.0% | +21.8% | +104.2% | +134.8% |
| YTD | +218.7% | +48.9% | +169.8% | +204.1% |
| 1Y | +378.0% | +42.1% | +335.9% | +350.3% |
| All | +378.0% | +44.7% | +333.4% | +350.3% |
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