+206.0%
RRX vs IOVA
+3.8%
+202.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.6% |
| 7D | -3.7% | -6.4% | +2.7% | -3.2% |
| 30D | -9.3% | +25.4% | -34.7% | -11.3% |
| 3M | -21.8% | +115.3% | -137.1% | -28.2% |
| 6M | -22.0% | +56.5% | -78.5% | -26.7% |
| YTD | +11.9% | +198.2% | -186.2% | -1.9% |
| 1Y | +11.6% | +242.0% | -230.4% | -4.4% |
| 3Y | +2.2% | +36.8% | -34.6% | -11.4% |
| 5Y | +14.9% | -64.3% | +79.1% | +4.8% |
| All | +206.0% | +3.8% | +202.2% | +141.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling