+10.6%
ROP vs IOVA
+362.8%
-352.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +3.9% |
| 7D | +11.7% | -41.3% | +53.0% | +11.2% |
| 30D | +35.5% | -38.5% | +74.0% | +34.8% |
| 3M | +25.6% | +99.5% | -73.9% | +25.0% |
| 6M | +39.3% | +126.0% | -86.7% | +38.0% |
| YTD | +11.6% | +218.7% | -207.0% | +8.7% |
| 1Y | +10.6% | +378.0% | -367.4% | +8.1% |
| All | +10.6% | +362.8% | -352.2% | +8.1% |
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