+50.8%
APH vs IOVA
+254.4%
-203.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | +0.8% |
| 7D | +5.0% | +9.7% | -4.8% | +4.5% |
| 30D | -3.9% | +102.5% | -106.4% | -8.0% |
| 3M | +13.0% | +100.7% | -87.7% | +8.0% |
| 6M | +25.2% | +106.3% | -81.2% | +18.0% |
| YTD | +22.9% | +222.0% | -199.0% | +11.3% |
| All | +50.8% | +254.4% | -203.6% | +35.0% |
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