+804.4%
AAOI vs IOVA
+43.8%
+760.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.6% | +0.9% |
| 7D | -0.2% | -2.2% | +2.0% | +0.3% |
| 30D | -23.7% | +27.6% | -51.3% | -27.4% |
| 3M | -39.0% | +117.2% | -156.2% | -49.6% |
| 6M | -17.0% | +77.7% | -94.7% | -28.6% |
| YTD | +202.2% | +215.0% | -12.8% | +127.1% |
| 1Y | +292.4% | +255.4% | +37.0% | +184.0% |
| 3Y | +804.4% | +42.6% | +761.8% | +463.0% |
| All | +804.4% | +43.8% | +760.6% | +463.0% |
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