-46.2%
RBLX vs IOVA
-62.2%
+16.0%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.7% | -4.3% | +0.7% |
| 7D | +5.1% | -2.2% | +7.2% | +5.3% |
| 30D | +28.0% | +27.6% | +0.4% | +24.1% |
| 3M | +4.6% | +117.2% | -112.5% | -5.7% |
| 6M | -24.7% | +77.7% | -102.3% | -31.1% |
| YTD | -43.8% | +215.0% | -258.9% | -52.6% |
| 1Y | -65.8% | +255.4% | -321.2% | -71.8% |
| 3Y | +59.4% | +42.6% | +16.7% | +21.9% |
| All | -46.2% | -62.2% | +16.0% | -55.7% |
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