-45.7%
RDDT vs IOVA
+362.8%
-408.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.5% | +7.4% | +6.1% |
| 7D | -24.4% | -41.3% | +16.9% | -22.2% |
| 30D | -32.3% | -38.5% | +6.3% | -30.5% |
| 3M | -36.3% | +99.5% | -135.8% | -37.6% |
| 6M | -39.7% | +126.0% | -165.7% | -40.7% |
| YTD | -55.7% | +218.7% | -274.4% | -57.1% |
| 1Y | -45.7% | +378.0% | -423.8% | -46.6% |
| All | -45.7% | +362.8% | -408.5% | -46.6% |
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