+11.5%
RRX vs IOVA
+299.5%
-288.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.9% | +0.1% |
| 7D | +3.4% | +9.7% | -6.3% | +3.1% |
| 30D | -11.1% | +102.5% | -113.7% | -13.9% |
| 3M | -23.7% | +100.7% | -124.4% | -26.2% |
| 6M | -22.0% | +106.3% | -128.3% | -25.1% |
| YTD | +16.5% | +222.0% | -205.5% | +10.6% |
| 1Y | +11.5% | +299.5% | -288.0% | +5.6% |
| All | +11.5% | +299.5% | -288.0% | +5.6% |
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