-84.4%
RIVN vs IOVA
-64.3%
-20.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.2% |
| 7D | -2.1% | +9.7% | -11.8% | -3.5% |
| 30D | +1.2% | +102.5% | -101.4% | -11.4% |
| 3M | -13.1% | +100.7% | -113.8% | -24.2% |
| 6M | +5.5% | +106.3% | -100.8% | -9.9% |
| YTD | -20.1% | +222.0% | -242.1% | -37.8% |
| 1Y | +14.9% | +299.5% | -284.7% | -15.6% |
| 3Y | -32.5% | +42.9% | -75.4% | -51.9% |
| All | -84.4% | -64.3% | -20.0% | -87.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling