+16.4%
KMI vs IOVA
+259.8%
-243.4%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.7% | -5.9% | -0.4% |
| 7D | -1.7% | -2.2% | +0.4% | -1.7% |
| 30D | -2.7% | +27.6% | -30.3% | -3.1% |
| 3M | -0.7% | +117.2% | -117.8% | -2.3% |
| 6M | -5.0% | +77.7% | -82.7% | -6.3% |
| YTD | +15.5% | +215.0% | -199.6% | +11.4% |
| 1Y | +16.4% | +255.4% | -238.9% | +12.0% |
| All | +16.4% | +259.8% | -243.4% | +12.0% |
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