-47.5%
APTV vs IOVA
+107.2%
-154.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -4.3% | -8.5% | +4.2% | -3.8% |
| 30D | -9.7% | -44.7% | +35.1% | -7.2% |
| 3M | -20.6% | +26.2% | -46.8% | -23.2% |
| 6M | -31.7% | +123.2% | -154.9% | -37.5% |
| YTD | -48.0% | +196.0% | -244.0% | -54.2% |
| 1Y | -52.1% | +240.9% | -293.0% | -58.5% |
| All | -47.5% | +107.2% | -154.7% | -59.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling