+696.7%
KKR vs IOVA
+9.7%
+687.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.7% | -5.4% | -0.5% |
| 7D | -6.2% | -2.2% | -4.0% | -5.9% |
| 30D | -8.9% | +27.6% | -36.5% | -11.8% |
| 3M | +6.3% | +117.2% | -110.9% | -5.2% |
| 6M | +16.5% | +77.7% | -61.2% | +5.3% |
| YTD | -20.3% | +215.0% | -235.3% | -33.9% |
| 1Y | -29.8% | +255.4% | -285.2% | -43.5% |
| 3Y | +63.2% | +42.6% | +20.6% | +30.5% |
| 5Y | +68.0% | -62.2% | +130.2% | +47.9% |
| All | +696.7% | +9.7% | +687.0% | +505.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling