-37.1%
APP vs IOVA
+237.6%
-274.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.6% | +3.2% | +4.8% |
| 7D | +79.2% | +1.9% | +77.3% | +78.8% |
| 30D | +48.0% | -44.1% | +92.1% | +48.0% |
| 3M | +18.2% | +28.9% | -10.6% | +20.2% |
| 6M | -12.5% | +125.7% | -138.2% | -12.5% |
| YTD | -39.2% | +199.3% | -238.4% | -43.4% |
| All | -37.1% | +237.6% | -274.7% | -40.3% |
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