+73.0%
KKR vs IOVA
-65.3%
+138.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.6% | -1.2% |
| 7D | -2.2% | -2.2% | 0.0% | -2.0% |
| 30D | +0.3% | +31.7% | -31.5% | -2.9% |
| 3M | +8.8% | +117.3% | -108.5% | -1.7% |
| 6M | +14.9% | +55.8% | -40.9% | +6.7% |
| YTD | -17.9% | +208.8% | -226.7% | -30.5% |
| 1Y | -23.7% | +255.7% | -279.4% | -37.3% |
| 3Y | +69.1% | +41.7% | +27.4% | +37.0% |
| All | +73.0% | -65.3% | +138.2% | +56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling