+51.9%
APO vs IOVA
+90.0%
-38.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.6% | +3.1% | +4.6% |
| 7D | +2.3% | +1.9% | +0.4% | +2.2% |
| 30D | +3.0% | -44.1% | +47.1% | +5.0% |
| 3M | -3.7% | +28.9% | -32.6% | -6.6% |
| 6M | -7.5% | +125.7% | -133.2% | -14.2% |
| YTD | -14.5% | +199.3% | -213.8% | -23.2% |
| 1Y | -6.2% | +255.2% | -261.4% | -17.1% |
| 3Y | +51.9% | +106.8% | -54.9% | +36.1% |
| All | +51.9% | +90.0% | -38.1% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling