+68.0%
KKR vs IOVA
+41.0%
+27.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.6% | -1.3% |
| 7D | -2.2% | -2.2% | 0.0% | -2.0% |
| 30D | +0.3% | +31.7% | -31.5% | -2.3% |
| 3M | +8.8% | +117.3% | -108.5% | +0.3% |
| 6M | +14.9% | +55.8% | -40.9% | +8.4% |
| YTD | -17.9% | +208.8% | -226.7% | -28.3% |
| 1Y | -23.7% | +255.7% | -279.4% | -35.0% |
| All | +68.0% | +41.0% | +27.1% | +36.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling