+34.0%
KR vs IOVA
+36.1%
-2.1%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.9% |
| 7D | -2.7% | -6.4% | +3.8% | -2.7% |
| 30D | +1.9% | +25.4% | -23.5% | +2.1% |
| 3M | -11.0% | +115.3% | -126.4% | -10.6% |
| 6M | -20.2% | +56.5% | -76.7% | -19.9% |
| YTD | -7.3% | +198.2% | -205.4% | -6.6% |
| 1Y | -13.1% | +242.0% | -255.1% | -12.4% |
| All | +34.0% | +36.1% | -2.1% | +29.7% |
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