+845.7%
APO vs IOVA
+12.2%
+833.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +8.1% | -8.5% | +16.6% | +8.9% |
| 30D | +3.4% | -44.7% | +48.2% | +7.7% |
| 3M | -6.6% | +26.2% | -32.9% | -10.9% |
| 6M | -7.1% | +123.2% | -130.3% | -17.7% |
| YTD | -14.1% | +196.0% | -210.1% | -27.5% |
| 1Y | -4.7% | +240.9% | -245.6% | -21.1% |
| 3Y | +51.3% | +103.5% | -52.2% | +18.4% |
| 5Y | +82.7% | -65.5% | +148.2% | +62.7% |
| 10Y | +845.7% | +7.0% | +838.7% | +623.1% |
| All | +845.7% | +12.2% | +833.5% | +623.1% |
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