+9.5%
AGI vs IOVA
+259.8%
-250.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.7% | -5.0% | +0.2% |
| 7D | -2.7% | -2.2% | -0.6% | -2.6% |
| 30D | +7.2% | +27.6% | -20.4% | +5.0% |
| 3M | +4.3% | +117.2% | -112.9% | -2.8% |
| 6M | -27.1% | +77.7% | -104.8% | -31.1% |
| YTD | -6.6% | +215.0% | -221.6% | -18.4% |
| 1Y | +9.5% | +255.4% | -245.9% | -5.0% |
| All | +9.5% | +259.8% | -250.3% | -5.0% |
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