+202.6%
AON vs IOVA
+3.8%
+198.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.5% | +1.1% |
| 7D | -5.9% | -6.4% | +0.6% | -5.6% |
| 30D | -13.7% | +25.4% | -39.1% | -14.5% |
| 3M | -8.3% | +115.3% | -123.6% | -11.5% |
| 6M | -3.6% | +56.5% | -60.2% | -6.2% |
| YTD | -12.4% | +198.2% | -210.5% | -17.2% |
| 1Y | -14.6% | +242.0% | -256.7% | -20.2% |
| 3Y | -5.7% | +36.8% | -42.5% | -12.8% |
| 5Y | +9.1% | -64.3% | +73.4% | +4.8% |
| All | +202.6% | +3.8% | +198.8% | +175.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling