+43.5%
KDP vs IOVA
+362.8%
-319.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.5% | +7.4% | +5.9% |
| 7D | +5.3% | -41.3% | +46.6% | +5.0% |
| 30D | +19.1% | -38.5% | +57.6% | +18.8% |
| 3M | +19.2% | +99.5% | -80.4% | +19.0% |
| 6M | +29.3% | +126.0% | -96.7% | +28.6% |
| YTD | +35.5% | +218.7% | -183.2% | +34.4% |
| 1Y | +43.5% | +378.0% | -334.6% | +44.0% |
| All | +43.5% | +362.8% | -319.3% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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