+14.7%
RIVN vs IOVA
+259.8%
-245.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.8% | -0.6% |
| 7D | +1.8% | -2.2% | +4.0% | +2.0% |
| 30D | +0.6% | +27.6% | -27.0% | -1.6% |
| 3M | +3.2% | +117.2% | -114.0% | -4.1% |
| 6M | -3.7% | +77.7% | -81.4% | -9.5% |
| YTD | -18.7% | +215.0% | -233.7% | -27.4% |
| 1Y | +14.7% | +255.4% | -240.6% | +4.1% |
| All | +14.7% | +259.8% | -245.1% | +4.1% |
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