-32.7%
APP vs IOVA
+189.0%
-221.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.7% | +2.9% | -2.8% |
| 7D | +10.6% | -1.4% | +12.0% | +10.6% |
| 30D | +44.6% | -47.4% | +92.0% | +45.1% |
| 3M | +29.6% | +13.2% | +16.4% | +30.9% |
| 6M | -19.8% | +114.3% | -134.1% | -21.3% |
| YTD | -41.6% | +179.5% | -221.1% | -47.5% |
| 1Y | -32.7% | +200.4% | -233.1% | -39.0% |
| All | -32.7% | +189.0% | -221.7% | -39.0% |
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