+1,651.7%
APO vs IOVA
-92.6%
+1,744.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.2% |
| 7D | +0.2% | -7.0% | +7.2% | +0.3% |
| 30D | +3.1% | -44.4% | +47.6% | +4.3% |
| 3M | -12.0% | +24.7% | -36.6% | -13.0% |
| 6M | -5.0% | +118.6% | -123.6% | -7.9% |
| YTD | -14.0% | +196.3% | -210.3% | -17.7% |
| 1Y | -5.9% | +205.3% | -211.2% | -10.1% |
| 3Y | +51.6% | +103.8% | -52.2% | +43.3% |
| 5Y | +80.8% | -65.6% | +146.4% | +75.0% |
| 10Y | +839.9% | +6.4% | +833.5% | +789.0% |
| All | +1,651.7% | -92.6% | +1,744.3% | +1,452.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling