-20.1%
RKT vs IOVA
+207.9%
-228.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | 0.0% |
| 7D | -9.0% | -3.5% | -5.5% | -8.9% |
| 30D | +30.2% | -45.4% | +75.6% | +31.8% |
| 3M | -8.8% | +19.0% | -27.9% | -11.0% |
| 6M | -0.9% | +112.0% | -113.0% | -7.7% |
| YTD | -29.2% | +184.2% | -213.4% | -35.1% |
| 1Y | -20.1% | +222.0% | -242.1% | -28.0% |
| All | -20.1% | +207.9% | -228.0% | -28.0% |
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