+62.9%
IOVA vs KRMN
+32.3%
+30.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +5.1% | -3.4% | +8.5% | +6.0% |
| 30D | +37.2% | -31.8% | +69.1% | +50.6% |
| 3M | +117.5% | -20.0% | +137.5% | +125.8% |
| 6M | +69.6% | -60.5% | +130.1% | +111.3% |
| YTD | +218.7% | -45.8% | +264.4% | +264.0% |
| 1Y | +265.5% | -36.4% | +301.9% | +291.7% |
| All | +62.9% | +32.3% | +30.6% | +32.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling