-23.2%
RCL vs IOVA
+254.4%
-277.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.2% |
| 7D | -5.1% | +9.7% | -14.8% | -5.5% |
| 30D | -19.0% | +102.5% | -121.5% | -22.3% |
| 3M | -9.6% | +100.7% | -110.3% | -13.7% |
| 6M | -6.7% | +106.3% | -113.0% | -11.5% |
| YTD | -3.9% | +222.0% | -225.9% | -12.1% |
| All | -23.2% | +254.4% | -277.6% | -29.5% |
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