+13.0%
KEY vs IOVA
-65.6%
+78.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.5% |
| 7D | -0.5% | -7.0% | +6.5% | -0.1% |
| 30D | +6.7% | -44.4% | +51.2% | +10.1% |
| 3M | -4.6% | +24.7% | -29.3% | -7.9% |
| 6M | +2.6% | +118.6% | -116.1% | -6.5% |
| YTD | +7.0% | +196.3% | -189.4% | -6.4% |
| 1Y | +23.5% | +205.3% | -181.8% | +7.5% |
| 3Y | +126.4% | +103.8% | +22.6% | +90.8% |
| 5Y | +13.0% | -65.6% | +78.6% | +2.0% |
| All | +13.0% | -65.6% | +78.6% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling