+88.9%
KEYS vs IOVA
+240.6%
-151.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -1.3% |
| 7D | +0.9% | -6.4% | +7.4% | +1.5% |
| 30D | -5.3% | +25.4% | -30.7% | -7.6% |
| 3M | +0.5% | +115.3% | -114.8% | -9.0% |
| 6M | +14.0% | +56.5% | -42.5% | +7.2% |
| YTD | +60.3% | +198.2% | -137.9% | +33.0% |
| All | +88.9% | +240.6% | -151.7% | +56.5% |
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