+13.0%
APH vs IOVA
+237.6%
-224.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.6% | +6.6% | +8.1% |
| 7D | +1.1% | +1.9% | -0.8% | +1.1% |
| 30D | -7.5% | -44.1% | +36.6% | -5.4% |
| 3M | -4.4% | +28.9% | -33.3% | -7.2% |
| 6M | +26.5% | +125.7% | -99.2% | +15.6% |
| YTD | +20.0% | +199.3% | -179.2% | +4.0% |
| All | +13.0% | +237.6% | -224.6% | -3.5% |
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