+1,804.4%
APO vs IOVA
-92.0%
+1,896.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | -1.0% | +9.7% | -10.8% | -1.3% |
| 30D | +3.5% | +102.5% | -99.1% | +1.3% |
| 3M | +4.5% | +100.7% | -96.1% | +2.1% |
| 6M | +22.8% | +106.3% | -83.6% | +19.6% |
| YTD | -6.5% | +222.0% | -228.5% | -10.2% |
| 1Y | +0.8% | +299.5% | -298.7% | -4.1% |
| 3Y | +62.0% | +42.9% | +19.0% | +54.9% |
| 5Y | +138.2% | -65.0% | +203.2% | +131.6% |
| 10Y | +940.3% | +10.3% | +930.0% | +887.2% |
| All | +1,804.4% | -92.0% | +1,896.4% | +1,593.2% |
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 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