-21.0%
KKR vs IOVA
+299.5%
-320.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.9% | -1.9% |
| 7D | -0.9% | +9.7% | -10.6% | -1.1% |
| 30D | +2.2% | +102.5% | -100.4% | 0.0% |
| 3M | +13.1% | +100.7% | -87.6% | +10.4% |
| 6M | +15.3% | +106.3% | -91.1% | +12.1% |
| YTD | -15.0% | +222.0% | -237.0% | -18.7% |
| 1Y | -21.0% | +299.5% | -320.5% | -24.7% |
| All | -21.0% | +299.5% | -320.5% | -24.7% |
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