-76.6%
APTV vs IOVA
-65.7%
-10.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.8% |
| 7D | -4.3% | -8.5% | +4.2% | -3.6% |
| 30D | -9.7% | -44.7% | +35.1% | -6.1% |
| 3M | -20.6% | +26.2% | -46.8% | -24.0% |
| 6M | -31.7% | +123.2% | -154.9% | -39.1% |
| YTD | -48.0% | +196.0% | -244.0% | -55.8% |
| 1Y | -52.1% | +240.9% | -293.0% | -60.1% |
| 3Y | -47.9% | +103.5% | -151.4% | -59.1% |
| All | -76.6% | -65.7% | -10.9% | -79.5% |
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