+1,574.3%
KKR vs IOVA
-91.7%
+1,666.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.8% |
| 7D | -0.6% | +5.1% | -5.7% | -0.8% |
| 30D | +3.0% | +37.2% | -34.2% | +2.0% |
| 3M | +13.6% | +117.5% | -103.9% | +10.5% |
| 6M | +16.2% | +69.6% | -53.4% | +13.6% |
| YTD | -16.6% | +218.7% | -235.3% | -20.2% |
| 1Y | -23.2% | +265.5% | -288.8% | -27.1% |
| 3Y | +71.7% | +46.2% | +25.5% | +63.7% |
| 5Y | +74.8% | -63.2% | +138.1% | +69.5% |
| 10Y | +711.6% | +6.1% | +705.5% | +670.7% |
| All | +1,574.3% | -91.7% | +1,666.0% | +1,463.1% |
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