+378.0%
IOVA vs KMX
+35.0%
+343.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.3% | -4.8% | -1.1% |
| 7D | -41.3% | +2.1% | -43.4% | -41.0% |
| 30D | -38.5% | +0.5% | -39.0% | -38.3% |
| 3M | +99.5% | -4.1% | +103.7% | +99.5% |
| 6M | +126.0% | +49.5% | +76.5% | +154.2% |
| YTD | +218.7% | +42.7% | +176.0% | +273.7% |
| 1Y | +378.0% | +35.3% | +342.7% | +469.0% |
| All | +378.0% | +35.0% | +343.0% | +469.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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