+2,896.3%
KLAC vs IOVA
+9.7%
+2,886.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.7% | -3.7% | +1.3% |
| 7D | -2.7% | -2.2% | -0.5% | -2.4% |
| 30D | -13.2% | +27.6% | -40.8% | -15.9% |
| 3M | -25.0% | +117.2% | -142.2% | -33.0% |
| 6M | +23.6% | +77.7% | -54.1% | +12.1% |
| YTD | +49.2% | +215.0% | -165.8% | +24.3% |
| 1Y | +89.3% | +255.4% | -166.0% | +53.2% |
| 3Y | +274.4% | +42.6% | +231.7% | +200.0% |
| 5Y | +440.9% | -62.2% | +503.2% | +380.4% |
| All | +2,896.3% | +9.7% | +2,886.6% | +2,175.9% |
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