-97.2%
AAOX vs IOVA
+104.0%
-201.2%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -5.7% | -5.3% | -8.8% |
| 7D | +22.0% | -1.4% | +23.4% | +23.3% |
| 30D | -76.8% | -47.4% | -29.4% | -71.2% |
| 3M | -90.7% | +13.2% | -103.9% | -90.7% |
| 6M | -97.2% | +114.3% | -211.5% | -97.7% |
| All | -97.2% | +104.0% | -201.2% | -97.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling