+2,323.7%
KLAC vs IOVA
-0.9%
+2,324.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.7% | +3.4% | -1.6% |
| 7D | +21.2% | -1.4% | +22.6% | +21.4% |
| 30D | -14.5% | -47.4% | +32.9% | -9.2% |
| 3M | -24.4% | +13.2% | -37.6% | -27.2% |
| 6M | -12.9% | +114.3% | -127.3% | -24.0% |
| YTD | +29.9% | +179.5% | -149.6% | +7.5% |
| 1Y | +31.9% | +200.4% | -168.5% | +7.6% |
| 3Y | +201.5% | +92.2% | +109.3% | +128.0% |
| 5Y | +298.6% | -63.8% | +362.3% | +248.6% |
| All | +2,323.7% | -0.9% | +2,324.6% | +1,653.1% |
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 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