-95.0%
AAOX vs IOVA
+115.6%
-210.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +1.7% | -12.5% | -11.4% |
| 7D | -3.4% | -3.5% | +0.1% | -1.9% |
| 30D | -72.8% | -45.4% | -27.5% | -67.2% |
| 3M | -90.7% | +19.0% | -109.7% | -90.6% |
| 6M | -98.2% | +112.0% | -210.2% | -98.3% |
| All | -95.0% | +115.6% | -210.6% | -95.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling