-68.1%
RGTI vs IOVA
+362.8%
-430.9%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | -9.6% | -41.3% | +31.7% | -2.4% |
| 30D | -26.0% | -38.5% | +12.5% | -20.8% |
| 3M | -35.8% | +99.5% | -135.3% | -48.1% |
| 6M | -36.7% | +126.0% | -162.6% | -51.3% |
| YTD | -49.4% | +218.7% | -268.1% | -65.2% |
| 1Y | -68.1% | +378.0% | -446.2% | -79.4% |
| All | -68.1% | +362.8% | -430.9% | -79.4% |
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