+124.8%
AAPL vs IOVA
-66.4%
+191.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +3.8% |
| 7D | -0.5% | -6.4% | +5.9% | -0.1% |
| 30D | +7.1% | +25.4% | -18.3% | +5.3% |
| 3M | +12.1% | +115.3% | -103.2% | +5.5% |
| 6M | +25.4% | +56.5% | -31.1% | +19.8% |
| YTD | +20.5% | +198.2% | -177.7% | +9.6% |
| 1Y | +44.5% | +242.0% | -197.5% | +29.4% |
| 3Y | +85.8% | +36.8% | +49.0% | +64.0% |
| 5Y | +124.8% | -64.3% | +189.0% | +108.1% |
| All | +124.8% | -66.4% | +191.2% | +108.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling