-33.1%
ROL vs IOVA
+206.4%
-239.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.8% | -7.0% | +7.8% | +0.7% |
| 30D | +20.6% | -44.4% | +65.0% | +19.6% |
| 3M | +4.5% | +24.7% | -20.2% | +3.4% |
| 6M | -26.5% | +118.6% | -145.2% | -27.9% |
| YTD | -34.8% | +196.3% | -231.2% | -37.2% |
| All | -33.1% | +206.4% | -239.6% | -35.9% |
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