-62.0%
AVAV vs IOVA
+237.6%
-299.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.6% | +11.0% | +12.5% |
| 7D | +3.2% | +1.9% | +1.3% | +3.2% |
| 30D | -7.4% | -44.1% | +36.7% | -5.9% |
| 3M | -32.0% | +28.9% | -60.9% | -35.7% |
| 6M | -24.6% | +125.7% | -150.2% | -33.1% |
| YTD | -47.5% | +199.3% | -246.8% | -55.9% |
| All | -62.0% | +237.6% | -299.6% | -69.1% |
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