+244.7%
IOVA vs RRC
+28.5%
+216.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.6% |
| 7D | +1.9% | -10.3% | +12.2% | +2.4% |
| 30D | -44.1% | +19.5% | -63.6% | -42.4% |
| 3M | +28.9% | +27.9% | +0.9% | +32.0% |
| 6M | +125.7% | +21.2% | +104.5% | +132.2% |
| YTD | +199.3% | +39.6% | +159.7% | +177.8% |
| All | +244.7% | +28.5% | +216.2% | +231.2% |
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