+8,967.7%
KLAC vs IOVA
-91.6%
+9,059.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +7.3% |
| 7D | +5.7% | +9.7% | -4.0% | +5.5% |
| 30D | -3.6% | +102.5% | -106.2% | -5.8% |
| 3M | -12.8% | +100.7% | -113.5% | -14.9% |
| 6M | +26.1% | +106.3% | -80.3% | +22.7% |
| YTD | +53.3% | +222.0% | -168.7% | +47.0% |
| 1Y | +113.7% | +299.5% | -185.9% | +103.1% |
| 3Y | +274.9% | +42.9% | +232.0% | +258.6% |
| 5Y | +470.1% | -65.0% | +535.1% | +454.5% |
| 10Y | +2,997.0% | +10.3% | +2,986.7% | +2,858.7% |
| All | +8,967.7% | -91.6% | +9,059.3% | +8,476.6% |
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