+19.0%
NOK vs IOVA
+207.9%
-188.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.7% |
| 7D | +5.4% | -3.5% | +8.8% | +5.6% |
| 30D | -14.1% | -45.4% | +31.2% | -11.8% |
| 3M | -23.6% | +19.0% | -42.6% | -25.1% |
| 6M | -45.1% | +112.0% | -157.2% | -48.5% |
| YTD | +24.7% | +184.2% | -159.5% | +12.1% |
| 1Y | +19.0% | +222.0% | -203.0% | +4.6% |
| All | +19.0% | +207.9% | -188.9% | +4.6% |
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