+949.3%
APO vs IOVA
+4.5%
+944.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.5% | -0.3% |
| 7D | -1.0% | -2.2% | +1.2% | -0.8% |
| 30D | -0.4% | +31.7% | -32.1% | -3.3% |
| 3M | -0.9% | +117.3% | -118.1% | -9.8% |
| 6M | +22.1% | +55.8% | -33.7% | +14.0% |
| YTD | -8.4% | +208.8% | -217.2% | -21.3% |
| 1Y | -0.9% | +255.7% | -256.6% | -17.3% |
| 3Y | +56.1% | +41.7% | +14.5% | +29.3% |
| 5Y | +136.0% | -64.9% | +200.9% | +114.1% |
| 10Y | +949.3% | +6.3% | +943.0% | +710.8% |
| All | +949.3% | +4.5% | +944.9% | +710.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling