-35.7%
RKT vs IOVA
+257.2%
-292.9%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.4% | -2.6% |
| 7D | -1.0% | -2.2% | +1.2% | -0.8% |
| 30D | -2.4% | +31.7% | -34.1% | -3.8% |
| 3M | +1.9% | +117.3% | -115.4% | -3.8% |
| 6M | -13.9% | +55.8% | -69.7% | -16.9% |
| YTD | -30.6% | +208.8% | -239.4% | -36.9% |
| All | -35.7% | +257.2% | -292.9% | -39.8% |
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