+3,299.0%
AAPL vs IOVA
-91.6%
+3,390.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.5% |
| 7D | +0.1% | +9.7% | -9.7% | -0.1% |
| 30D | +3.0% | +102.5% | -99.6% | +1.1% |
| 3M | +2.9% | +100.7% | -97.8% | +1.0% |
| 6M | +22.1% | +106.3% | -84.2% | +19.5% |
| YTD | +18.0% | +222.0% | -204.0% | +14.2% |
| 1Y | +33.9% | +299.5% | -265.6% | +28.7% |
| 3Y | +71.2% | +42.9% | +28.2% | +65.0% |
| 5Y | +112.6% | -65.0% | +177.6% | +107.6% |
| 10Y | +1,198.8% | +10.3% | +1,188.5% | +1,145.8% |
| All | +3,299.0% | -91.6% | +3,390.6% | +3,088.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling