+57.2%
RBLX vs IOVA
+36.1%
+21.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.0% |
| 7D | +8.1% | -6.4% | +14.6% | +8.5% |
| 30D | +23.9% | +25.4% | -1.5% | +22.3% |
| 3M | +8.1% | +115.3% | -107.2% | +3.6% |
| 6M | -23.7% | +56.5% | -80.3% | -26.2% |
| YTD | -44.6% | +198.2% | -242.8% | -48.0% |
| 1Y | -66.2% | +242.0% | -308.2% | -68.5% |
| All | +57.2% | +36.1% | +21.1% | +36.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling