+154.3%
KMI vs IOVA
+0.8%
+153.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.4% |
| 7D | +6.5% | -3.5% | +10.0% | +6.7% |
| 30D | -3.4% | -45.4% | +42.0% | -1.4% |
| 3M | +0.4% | +19.0% | -18.6% | -1.6% |
| 6M | -0.9% | +112.0% | -113.0% | -6.5% |
| YTD | +20.5% | +184.2% | -163.8% | +11.0% |
| 1Y | +23.2% | +222.0% | -198.8% | +12.5% |
| 3Y | +121.6% | +92.6% | +29.1% | +95.0% |
| 5Y | +149.1% | -63.2% | +212.3% | +134.0% |
| All | +154.3% | +0.8% | +153.5% | +113.8% |
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