+132.4%
NOK vs IOVA
+244.9%
-112.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.1% |
| 7D | +8.7% | -6.4% | +15.1% | +9.1% |
| 30D | +12.5% | +25.4% | -12.9% | +11.1% |
| 3M | -20.7% | +115.3% | -136.1% | -24.4% |
| 6M | +36.2% | +56.5% | -20.4% | +31.3% |
| YTD | +64.1% | +198.2% | -134.0% | +52.1% |
| 1Y | +132.4% | +242.0% | -109.6% | +111.5% |
| All | +132.4% | +244.9% | -112.5% | +111.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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