-13.3%
AFRM vs IOVA
+233.9%
-247.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -3.0% |
| 7D | -8.4% | -8.5% | +0.1% | -7.8% |
| 30D | -18.3% | -44.7% | +26.5% | -15.6% |
| 3M | -12.7% | +26.2% | -38.9% | -14.8% |
| 6M | +3.0% | +123.2% | -120.2% | -5.2% |
| YTD | -11.4% | +196.0% | -207.4% | -23.3% |
| 1Y | -13.3% | +240.9% | -254.3% | -28.0% |
| All | -13.3% | +233.9% | -247.2% | -28.0% |
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 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