+104.2%
RKT vs IOVA
+90.0%
+14.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.8% | +0.7% |
| 7D | +10.3% | +1.9% | +8.4% | +9.9% |
| 30D | +32.3% | -44.1% | +76.4% | +39.0% |
| 3M | +10.7% | +28.9% | -18.2% | +3.8% |
| 6M | -3.2% | +125.7% | -128.9% | -18.0% |
| YTD | -21.5% | +199.3% | -220.8% | -37.8% |
| 1Y | -6.0% | +255.2% | -261.2% | -27.8% |
| 3Y | +104.2% | +106.8% | -2.6% | +34.4% |
| All | +104.2% | +90.0% | +14.2% | +34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling