+355.9%
APH vs IOVA
-64.9%
+420.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.8% |
| 7D | +5.0% | +9.7% | -4.8% | +4.4% |
| 30D | -3.9% | +102.5% | -106.4% | -8.7% |
| 3M | +13.0% | +100.7% | -87.7% | +6.9% |
| 6M | +25.2% | +106.3% | -81.2% | +17.4% |
| YTD | +22.9% | +222.0% | -199.0% | +11.5% |
| 1Y | +47.8% | +299.5% | -251.7% | +31.3% |
| 3Y | +283.0% | +42.9% | +240.1% | +242.4% |
| All | +355.9% | -64.9% | +420.8% | +324.4% |
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 2021-09-04 to 2026-09-04: 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling