+7.0%
IOVA vs RRC
+67.7%
-60.7%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.8% | -5.9% | -1.8% |
| 7D | -8.5% | -5.2% | -3.3% | -7.8% |
| 30D | -44.7% | +25.2% | -69.9% | -46.4% |
| 3M | +26.2% | +27.4% | -1.1% | +21.8% |
| 6M | +123.2% | +27.0% | +96.2% | +115.1% |
| YTD | +196.0% | +46.3% | +149.7% | +178.5% |
| 1Y | +240.9% | +37.1% | +203.8% | +223.8% |
| 3Y | +103.5% | +60.2% | +43.4% | +87.8% |
| 5Y | -65.5% | +136.6% | -202.1% | -70.8% |
| 10Y | +7.0% | +68.8% | -61.8% | -28.8% |
| All | +7.0% | +67.7% | -60.7% | -28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling