+3.6%
AON vs IOVA
+99.0%
-95.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.5% |
| 7D | +1.0% | -3.5% | +4.5% | +1.1% |
| 30D | +23.2% | -45.4% | +68.6% | +23.5% |
| 3M | -5.0% | +19.0% | -24.0% | -5.5% |
| 6M | +9.3% | +112.0% | -102.7% | +8.0% |
| YTD | -3.4% | +184.2% | -187.7% | -5.1% |
| 1Y | -2.9% | +222.0% | -224.9% | -4.7% |
| 3Y | +3.6% | +92.6% | -88.9% | -0.6% |
| All | +3.6% | +99.0% | -95.3% | -0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling