+17.6%
AFL vs IOVA
+362.8%
-345.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.0% |
| 7D | +2.9% | -41.3% | +44.2% | +2.6% |
| 30D | +11.5% | -38.5% | +50.0% | +11.2% |
| 3M | +0.6% | +99.5% | -98.9% | -0.2% |
| 6M | +11.7% | +126.0% | -114.3% | +10.5% |
| YTD | +15.4% | +218.7% | -203.3% | +14.0% |
| 1Y | +17.6% | +378.0% | -360.5% | +13.5% |
| All | +17.6% | +362.8% | -345.2% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling