+121.9%
KMI vs IOVA
+45.5%
+76.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.9% | +1.9% |
| 7D | -0.4% | +5.1% | -5.4% | -0.4% |
| 30D | +3.7% | +37.2% | -33.6% | +3.1% |
| 3M | +3.2% | +117.5% | -114.3% | +1.5% |
| 6M | -3.0% | +69.6% | -72.6% | -4.3% |
| YTD | +19.7% | +218.7% | -199.0% | +16.5% |
| 1Y | +25.6% | +265.5% | -239.9% | +21.7% |
| All | +121.9% | +45.5% | +76.4% | +111.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling