+352.5%
AAOI vs IOVA
+299.5%
+53.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.9% |
| 7D | -0.7% | +9.7% | -10.4% | -2.3% |
| 30D | -17.9% | +102.5% | -120.4% | -28.4% |
| 3M | -48.0% | +100.7% | -148.7% | -54.7% |
| 6M | +5.8% | +106.3% | -100.5% | -8.7% |
| YTD | +202.7% | +222.0% | -19.3% | +134.5% |
| 1Y | +352.5% | +299.5% | +53.0% | +256.1% |
| All | +352.5% | +299.5% | +53.0% | +256.1% |
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