+16.8%
KMB vs IOVA
+6.6%
+10.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.9% |
| 7D | -2.7% | +5.1% | -7.8% | -2.8% |
| 30D | -5.0% | +37.2% | -42.3% | -5.6% |
| 3M | +6.6% | +117.5% | -110.9% | +4.7% |
| 6M | +1.0% | +69.6% | -68.6% | -0.5% |
| YTD | +6.0% | +218.7% | -212.7% | +2.9% |
| 1Y | -16.6% | +265.5% | -282.2% | -19.5% |
| 3Y | -8.6% | +46.2% | -54.9% | -11.9% |
| 5Y | -10.9% | -63.2% | +52.4% | -12.6% |
| 10Y | +16.8% | +6.1% | +10.7% | +10.1% |
| All | +16.8% | +6.6% | +10.2% | +10.1% |
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