-14.6%
AON vs IOVA
+244.9%
-259.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.5% | +1.0% |
| 7D | -5.9% | -6.4% | +0.6% | -5.9% |
| 30D | -13.7% | +25.4% | -39.1% | -13.7% |
| 3M | -8.3% | +115.3% | -123.6% | -8.3% |
| 6M | -3.6% | +56.5% | -60.2% | -3.4% |
| YTD | -12.4% | +198.2% | -210.5% | -12.4% |
| 1Y | -14.6% | +242.0% | -256.7% | -13.9% |
| All | -14.6% | +244.9% | -259.6% | -13.9% |
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