+76.1%
RIO vs IOVA
+254.2%
-178.1%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | 0.0% |
| 7D | +1.0% | -2.2% | +3.2% | +1.0% |
| 30D | +4.0% | +31.7% | -27.7% | +3.2% |
| 3M | +4.5% | +117.3% | -112.7% | +2.0% |
| 6M | +17.3% | +55.8% | -38.5% | +15.7% |
| YTD | +36.2% | +208.8% | -172.6% | +29.7% |
| 1Y | +76.1% | +255.7% | -179.5% | +65.8% |
| All | +76.1% | +254.2% | -178.1% | +65.8% |
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