+1.4%
AAL vs IOVA
+254.2%
-252.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.3% |
| 7D | -1.3% | -2.2% | +0.9% | -1.3% |
| 30D | -13.7% | +31.7% | -45.5% | -14.2% |
| 3M | -8.2% | +117.3% | -125.4% | -10.4% |
| 6M | +13.1% | +55.8% | -42.7% | +10.3% |
| YTD | -15.6% | +208.8% | -224.4% | -19.0% |
| 1Y | +1.4% | +255.7% | -254.3% | -0.9% |
| All | +1.4% | +254.2% | -252.8% | -0.9% |
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