+0.8%
AAL vs IOVA
+207.9%
-207.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.1% |
| 7D | -0.1% | -3.5% | +3.4% | 0.0% |
| 30D | +11.7% | -45.4% | +57.1% | +12.4% |
| 3M | -12.5% | +19.0% | -31.6% | -13.0% |
| 6M | +3.6% | +112.0% | -108.4% | +0.5% |
| YTD | -14.1% | +184.2% | -198.3% | -17.1% |
| 1Y | +0.8% | +222.0% | -221.2% | -2.9% |
| All | +0.8% | +207.9% | -207.2% | -2.9% |
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