-93.7%
AAOX vs IOVA
+124.7%
-218.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.3% | +0.1% | +31.2% | +31.3% |
| 7D | -20.1% | -7.0% | -13.1% | -16.0% |
| 30D | -75.5% | -44.4% | -31.1% | -70.7% |
| 3M | -89.0% | +24.7% | -113.6% | -89.1% |
| 6M | -96.7% | +118.6% | -215.4% | -97.1% |
| All | -93.7% | +124.7% | -218.4% | -93.9% |
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 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