-10.4%
RKT vs IOVA
+362.8%
-373.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -1.5% | +10.2% | +8.7% |
| 7D | +29.7% | -41.3% | +71.0% | +31.1% |
| 30D | +28.5% | -38.5% | +67.0% | +29.6% |
| 3M | +6.4% | +99.5% | -93.2% | +2.3% |
| 6M | +7.1% | +126.0% | -118.8% | +1.4% |
| YTD | -22.5% | +218.7% | -241.2% | -27.6% |
| 1Y | -10.4% | +378.0% | -388.5% | -17.5% |
| All | -10.4% | +362.8% | -373.2% | -17.5% |
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