+710.2%
KGC vs IOVA
+4.5%
+705.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.4% |
| 7D | -0.1% | -2.2% | +2.1% | 0.0% |
| 30D | +10.5% | +31.7% | -21.2% | +8.8% |
| 3M | +19.8% | +117.3% | -97.5% | +14.0% |
| 6M | -6.7% | +55.8% | -62.5% | -10.0% |
| YTD | +7.8% | +208.8% | -201.0% | -0.3% |
| 1Y | +35.7% | +255.7% | -220.0% | +24.0% |
| 3Y | +553.7% | +41.7% | +512.0% | +497.3% |
| 5Y | +461.7% | -64.9% | +526.6% | +430.3% |
| 10Y | +710.2% | +6.3% | +703.9% | +796.8% |
| All | +710.2% | +4.5% | +705.7% | +796.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling