+91.0%
KLAC vs IOVA
+244.9%
-153.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -3.0% |
| 7D | +2.5% | -6.4% | +8.9% | +2.6% |
| 30D | -11.5% | +25.4% | -36.9% | -12.1% |
| 3M | -16.9% | +115.3% | -132.3% | -18.9% |
| 6M | +22.2% | +56.5% | -34.3% | +19.4% |
| YTD | +46.4% | +198.2% | -151.8% | +41.5% |
| 1Y | +91.0% | +242.0% | -151.0% | +87.5% |
| All | +91.0% | +244.9% | -153.9% | +87.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling