+177.6%
KEEL vs IOVA
+299.5%
-121.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +3.4% |
| 7D | +7.8% | +9.7% | -2.0% | +6.1% |
| 30D | -11.7% | +102.5% | -114.2% | -21.7% |
| 3M | -41.5% | +100.7% | -142.2% | -48.1% |
| 6M | +54.9% | +106.3% | -51.4% | +32.8% |
| YTD | +47.7% | +222.0% | -174.3% | +13.3% |
| 1Y | +177.6% | +299.5% | -121.9% | +125.4% |
| All | +177.6% | +299.5% | -121.9% | +125.4% |
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