-41.4%
APP vs IOVA
+254.4%
-295.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.2% |
| 7D | +0.9% | +9.7% | -8.9% | +0.9% |
| 30D | -23.3% | +102.5% | -125.8% | -23.1% |
| 3M | -42.6% | +100.7% | -143.3% | -42.7% |
| 6M | -33.6% | +106.3% | -139.9% | -34.5% |
| YTD | -52.4% | +222.0% | -274.4% | -56.5% |
| All | -41.4% | +254.4% | -295.8% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling