+102.7%
NOK vs IOVA
-64.1%
+166.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.2% |
| 7D | +9.3% | -2.2% | +11.6% | +9.5% |
| 30D | +17.9% | +31.7% | -13.9% | +15.7% |
| 3M | -22.3% | +117.3% | -139.6% | -26.7% |
| 6M | +36.4% | +55.8% | -19.4% | +30.7% |
| YTD | +66.3% | +208.8% | -142.5% | +51.8% |
| 1Y | +134.4% | +255.7% | -121.3% | +110.8% |
| 3Y | +186.6% | +41.7% | +144.9% | +156.1% |
| 5Y | +102.7% | -64.9% | +167.6% | +91.0% |
| All | +102.7% | -64.1% | +166.8% | +91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling