+86.1%
IOVA vs RRC
+36.3%
+49.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.9% | +6.8% | +4.8% |
| 7D | -5.2% | -10.8% | +5.6% | -1.7% |
| 30D | -37.8% | +22.3% | -60.1% | -41.4% |
| 3M | +29.5% | +26.6% | +2.9% | +19.4% |
| 6M | +96.6% | +18.9% | +77.6% | +85.0% |
| YTD | +194.5% | +39.2% | +155.3% | +153.5% |
| 1Y | +248.1% | +34.0% | +214.1% | +204.8% |
| 3Y | +86.1% | +42.0% | +44.1% | +54.5% |
| All | +86.1% | +36.3% | +49.8% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling