+61.0%
IOVA vs KRMN
+17.6%
+43.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.1% | +5.0% |
| 7D | -2.2% | -11.8% | +9.6% | +0.9% |
| 30D | +27.6% | -43.0% | +70.6% | +46.8% |
| 3M | +117.2% | -28.8% | +146.0% | +132.2% |
| 6M | +77.7% | -66.3% | +144.0% | +130.5% |
| YTD | +215.0% | -51.8% | +266.8% | +270.5% |
| 1Y | +255.4% | -44.7% | +300.1% | +294.7% |
| All | +61.0% | +17.6% | +43.4% | +34.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling