+1,452.7%
KKR vs IOVA
-92.6%
+1,545.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | +1.6% | -3.5% | +5.1% | +1.7% |
| 30D | +14.5% | -45.4% | +59.9% | +16.1% |
| 3M | -15.0% | +19.0% | -34.0% | -15.9% |
| 6M | +1.0% | +112.0% | -111.0% | -2.3% |
| YTD | -22.6% | +184.2% | -206.9% | -26.2% |
| 1Y | -18.2% | +222.0% | -240.2% | -22.3% |
| 3Y | +56.4% | +92.6% | -36.2% | +47.6% |
| 5Y | +29.6% | -63.2% | +92.7% | +25.1% |
| 10Y | +671.3% | +2.1% | +669.2% | +630.5% |
| All | +1,452.7% | -92.6% | +1,545.3% | +1,346.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling