+177.5%
BKR vs IOVA
-92.0%
+269.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.4% |
| 7D | -1.5% | -2.2% | +0.7% | -1.5% |
| 30D | -0.7% | +31.7% | -32.4% | -1.3% |
| 3M | +0.5% | +117.3% | -116.8% | -1.4% |
| 6M | +6.6% | +55.8% | -49.2% | +5.1% |
| YTD | +41.3% | +208.8% | -167.5% | +37.1% |
| 1Y | +42.2% | +255.7% | -213.5% | +37.4% |
| 3Y | +83.4% | +41.7% | +41.8% | +77.4% |
| 5Y | +203.6% | -64.9% | +268.5% | +196.9% |
| 10Y | +139.9% | +6.3% | +133.6% | +130.8% |
| All | +177.5% | -92.0% | +269.5% | +156.3% |
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