+32.0%
RCL vs IOVA
+362.8%
-330.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +6.4% |
| 7D | +11.7% | -41.3% | +52.9% | +13.1% |
| 30D | +21.1% | -38.5% | +59.6% | +22.4% |
| 3M | +2.9% | +99.5% | -96.7% | -1.1% |
| 6M | +29.8% | +126.0% | -96.2% | +22.8% |
| YTD | +21.4% | +218.7% | -197.3% | +13.6% |
| 1Y | +32.0% | +378.0% | -346.0% | +25.9% |
| All | +32.0% | +362.8% | -330.7% | +25.9% |
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