+492.2%
APD vs IOVA
-91.6%
+583.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.0% |
| 7D | -2.2% | +9.7% | -12.0% | -2.4% |
| 30D | +2.1% | +102.5% | -100.4% | +0.7% |
| 3M | +7.2% | +100.7% | -93.5% | +5.6% |
| 6M | +11.2% | +106.3% | -95.1% | +9.3% |
| YTD | +24.4% | +222.0% | -197.6% | +21.1% |
| 1Y | +6.7% | +299.5% | -292.9% | +3.3% |
| 3Y | +9.2% | +42.9% | -33.7% | +5.9% |
| 5Y | +27.4% | -65.0% | +92.3% | +24.7% |
| 10Y | +164.8% | +10.3% | +154.5% | +153.5% |
| All | +492.2% | -91.6% | +583.8% | +446.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling