+622.9%
KR vs IOVA
-91.6%
+714.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | +0.1% |
| 7D | +1.5% | +9.7% | -8.2% | +1.5% |
| 30D | +4.1% | +102.5% | -98.5% | +3.7% |
| 3M | -5.2% | +100.7% | -105.9% | -5.6% |
| 6M | -12.8% | +106.3% | -119.1% | -13.1% |
| YTD | -4.6% | +222.0% | -226.6% | -5.2% |
| 1Y | -11.7% | +299.5% | -311.2% | -12.4% |
| 3Y | +36.3% | +42.9% | -6.7% | +35.1% |
| 5Y | +40.0% | -65.0% | +105.0% | +39.3% |
| 10Y | +122.2% | +10.3% | +111.9% | +118.6% |
| All | +622.9% | -91.6% | +714.5% | +588.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling