-44.0%
APTV vs IOVA
+244.9%
-288.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.4% | +6.1% | +2.7% |
| 7D | -1.8% | -6.4% | +4.6% | -1.8% |
| 30D | -7.9% | +25.4% | -33.3% | -8.1% |
| 3M | -29.9% | +115.3% | -145.3% | -30.6% |
| 6M | -36.6% | +56.5% | -93.1% | -37.1% |
| YTD | -40.0% | +198.2% | -238.1% | -40.5% |
| 1Y | -44.0% | +242.0% | -286.0% | -43.7% |
| All | -44.0% | +244.9% | -288.9% | -43.7% |
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