+29.0%
APD vs IOVA
+95.6%
-66.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.7% | +6.0% | +0.5% |
| 7D | +2.2% | -1.4% | +3.6% | +2.2% |
| 30D | +9.4% | -47.4% | +56.8% | +11.1% |
| 3M | +4.7% | +13.2% | -8.5% | +3.2% |
| 6M | +5.5% | +114.3% | -108.8% | +0.9% |
| YTD | +31.4% | +179.5% | -148.1% | +23.0% |
| 1Y | +24.1% | +200.4% | -176.3% | +15.5% |
| All | +29.0% | +95.6% | -66.7% | +14.8% |
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