+261.1%
RCL vs IOVA
-67.9%
+329.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.9% | -2.5% | +1.0% |
| 7D | +6.5% | -5.2% | +11.7% | +6.9% |
| 30D | +15.9% | -37.8% | +53.7% | +19.7% |
| 3M | +2.7% | +29.5% | -26.8% | -2.5% |
| 6M | +15.2% | +96.6% | -81.3% | +2.5% |
| YTD | +19.2% | +194.5% | -175.3% | -0.4% |
| 1Y | +31.6% | +248.1% | -216.4% | +7.2% |
| 3Y | +274.2% | +86.1% | +188.1% | +181.6% |
| All | +261.1% | -67.9% | +329.0% | +241.3% |
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