+378.0%
IOVA vs KRMN
-59.3%
+437.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -13.5% | +12.0% | +1.0% |
| 7D | -41.3% | -10.0% | -31.2% | -40.7% |
| 30D | -38.5% | +3.5% | -42.0% | -40.2% |
| 3M | +99.5% | -36.7% | +136.3% | +117.7% |
| 6M | +126.0% | -47.7% | +173.7% | +156.2% |
| YTD | +218.7% | -53.3% | +272.0% | +297.1% |
| 1Y | +378.0% | -59.7% | +437.7% | +505.9% |
| All | +378.0% | -59.3% | +437.3% | +505.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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