-64.9%
IOVA vs KMX
-54.2%
-10.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -2.2% | -1.9% | -0.3% | -1.5% |
| 30D | +31.7% | +2.6% | +29.1% | +30.4% |
| 3M | +117.3% | +25.6% | +91.7% | +98.3% |
| 6M | +55.8% | +41.9% | +14.0% | +32.7% |
| YTD | +208.8% | +56.0% | +152.8% | +149.6% |
| 1Y | +255.7% | -1.8% | +257.5% | +248.3% |
| 3Y | +41.7% | -25.7% | +67.4% | +57.8% |
| 5Y | -64.9% | -54.7% | -10.2% | -55.1% |
| All | -64.9% | -54.2% | -10.8% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling