+137.0%
APO vs IOVA
-63.5%
+200.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.3% |
| 7D | +0.1% | +5.1% | -5.0% | -0.3% |
| 30D | +3.9% | +37.2% | -33.4% | +1.1% |
| 3M | +3.8% | +117.5% | -113.7% | -3.7% |
| 6M | +22.3% | +69.6% | -47.3% | +15.1% |
| YTD | -7.8% | +218.7% | -226.5% | -18.7% |
| 1Y | -0.3% | +265.5% | -265.9% | -14.1% |
| 3Y | +57.1% | +46.2% | +10.9% | +34.1% |
| 5Y | +137.0% | -63.2% | +200.2% | +128.2% |
| All | +137.0% | -63.5% | +200.5% | +128.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling