+175.8%
KDP vs IOVA
+6.6%
+169.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | -0.1% |
| 7D | +2.1% | +5.1% | -3.0% | +1.9% |
| 30D | +8.5% | +37.2% | -28.8% | +7.1% |
| 3M | +6.6% | +117.5% | -110.9% | +2.9% |
| 6M | +17.1% | +69.6% | -52.5% | +13.7% |
| YTD | +19.0% | +218.7% | -199.6% | +12.3% |
| 1Y | +21.8% | +265.5% | -243.8% | +13.8% |
| 3Y | +6.4% | +46.2% | -39.8% | -1.4% |
| 5Y | +5.1% | -63.2% | +68.4% | +0.7% |
| 10Y | +175.8% | +6.1% | +169.7% | +161.0% |
| All | +175.8% | +6.6% | +169.2% | +161.0% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling