+7,341.8%
KLAC vs IOVA
-92.6%
+7,434.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.2% |
| 7D | +10.0% | -3.5% | +13.5% | +10.1% |
| 30D | -14.8% | -45.4% | +30.6% | -13.6% |
| 3M | -27.2% | +19.0% | -46.2% | -27.9% |
| 6M | -17.5% | +112.0% | -129.5% | -19.9% |
| YTD | +25.8% | +184.2% | -158.4% | +20.6% |
| 1Y | +31.8% | +222.0% | -190.2% | +25.8% |
| 3Y | +195.3% | +92.6% | +102.7% | +180.0% |
| 5Y | +285.9% | -63.2% | +349.1% | +274.0% |
| 10Y | +2,247.6% | +2.1% | +2,245.5% | +2,141.1% |
| All | +7,341.8% | -92.6% | +7,434.4% | +6,934.3% |
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