+255.7%
IOVA vs RRC
+23.3%
+232.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | -2.2% | -1.7% | -0.5% | -1.8% |
| 30D | +31.7% | +3.6% | +28.1% | +30.4% |
| 3M | +117.3% | +8.8% | +108.4% | +111.7% |
| 6M | +55.8% | +0.8% | +55.0% | +53.7% |
| YTD | +208.8% | +19.0% | +189.8% | +176.3% |
| 1Y | +255.7% | +22.9% | +232.8% | +221.4% |
| All | +255.7% | +23.3% | +232.4% | +221.4% |
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