+102.5%
APA vs IOVA
+250.8%
-148.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.8% | +1.9% |
| 7D | -1.7% | +5.1% | -6.8% | -1.9% |
| 30D | +15.7% | +37.2% | -21.5% | +14.0% |
| 3M | +16.5% | +117.5% | -101.0% | +12.2% |
| 6M | +35.1% | +69.6% | -34.5% | +32.4% |
| YTD | +82.2% | +218.7% | -136.5% | +66.3% |
| 1Y | +102.5% | +265.5% | -163.1% | +71.7% |
| All | +102.5% | +250.8% | -148.3% | +71.7% |
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