+6.2%
RRX vs IOVA
+41.0%
-34.8%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -2.2% |
| 7D | -0.7% | -2.2% | +1.5% | -0.5% |
| 30D | -8.0% | +31.7% | -39.7% | -10.6% |
| 3M | -25.1% | +117.3% | -142.3% | -31.7% |
| 6M | -18.3% | +55.8% | -74.1% | -23.5% |
| YTD | +14.2% | +208.8% | -194.6% | -1.7% |
| 1Y | +13.0% | +255.7% | -242.7% | -5.2% |
| All | +6.2% | +41.0% | -34.8% | -12.9% |
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 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