+137.5%
APTV vs IOVA
-93.9%
+231.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.7% | +4.2% | -1.4% |
| 7D | -5.0% | -1.4% | -3.6% | -5.0% |
| 30D | -12.3% | -47.4% | +35.1% | -11.1% |
| 3M | -19.9% | +13.2% | -33.2% | -20.7% |
| 6M | -29.4% | +114.3% | -143.7% | -31.5% |
| YTD | -49.0% | +179.5% | -228.5% | -51.1% |
| 1Y | -53.1% | +200.4% | -253.5% | -55.1% |
| 3Y | -48.9% | +92.2% | -141.1% | -51.5% |
| 5Y | -77.2% | -63.8% | -13.5% | -77.9% |
| 10Y | -26.8% | +0.4% | -27.2% | -30.2% |
| All | +137.5% | -93.9% | +231.4% | +115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling