+63.9%
RBRK vs IOVA
+362.8%
-298.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.2% |
| 7D | -12.5% | -41.3% | +28.7% | -11.5% |
| 30D | -3.0% | -38.5% | +35.5% | -2.0% |
| 3M | +46.9% | +99.5% | -52.6% | +45.6% |
| 6M | +105.4% | +126.0% | -20.6% | +101.0% |
| YTD | +55.6% | +218.7% | -163.1% | +43.7% |
| 1Y | +63.9% | +378.0% | -314.1% | +50.5% |
| All | +63.9% | +362.8% | -298.9% | +50.5% |
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