-69.1%
APTV vs IOVA
-63.5%
-5.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -4.5% |
| 7D | +2.0% | +5.1% | -3.1% | +1.5% |
| 30D | -7.7% | +37.2% | -44.9% | -10.6% |
| 3M | -34.0% | +117.5% | -151.5% | -39.6% |
| 6M | -37.1% | +69.6% | -106.7% | -41.6% |
| YTD | -39.9% | +218.7% | -258.6% | -48.3% |
| 1Y | -44.4% | +265.5% | -310.0% | -53.5% |
| 3Y | -54.5% | +46.2% | -100.7% | -62.3% |
| 5Y | -69.1% | -63.2% | -5.9% | -71.8% |
| All | -69.1% | -63.5% | -5.6% | -71.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling