+292.2%
RCL vs IOVA
-63.3%
+355.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.2% |
| 7D | -1.2% | -3.5% | +2.3% | -0.8% |
| 30D | +17.8% | -45.4% | +63.2% | +23.4% |
| 3M | +4.9% | +19.0% | -14.1% | +0.5% |
| 6M | +23.7% | +112.0% | -88.3% | +9.2% |
| YTD | +17.8% | +184.2% | -166.4% | -1.2% |
| 1Y | +28.9% | +222.0% | -193.1% | +6.1% |
| 3Y | +241.9% | +92.6% | +149.3% | +155.4% |
| All | +292.2% | -63.3% | +355.5% | +257.0% |
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