-45.3%
KEEL vs IOVA
+362.8%
-408.1%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.9% |
| 7D | -13.6% | -41.3% | +27.7% | -7.5% |
| 30D | -39.1% | -38.5% | -0.6% | -35.3% |
| 3M | -48.9% | +99.5% | -148.4% | -54.3% |
| 6M | -35.4% | +126.0% | -161.4% | -43.7% |
| YTD | -10.6% | +218.7% | -229.3% | -29.4% |
| 1Y | -45.3% | +378.0% | -423.3% | -57.9% |
| All | -45.3% | +362.8% | -408.1% | -57.9% |
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