+12.5%
RIVN vs IOVA
+362.8%
-350.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.5% | +7.3% | +5.9% |
| 7D | +20.5% | -41.3% | +61.7% | +24.1% |
| 30D | -3.7% | -38.5% | +34.8% | -1.2% |
| 3M | -10.8% | +99.5% | -110.3% | -16.6% |
| 6M | -3.1% | +126.0% | -129.1% | -10.4% |
| YTD | -28.7% | +218.7% | -247.3% | -35.2% |
| 1Y | +12.5% | +378.0% | -365.5% | +0.7% |
| All | +12.5% | +362.8% | -350.3% | +0.7% |
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