-4.4%
KVUE vs IOVA
+299.5%
-303.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.1% | -1.1% |
| 7D | -2.2% | +9.7% | -12.0% | -2.1% |
| 30D | -3.7% | +102.5% | -106.2% | -2.8% |
| 3M | +12.3% | +100.7% | -88.4% | +13.2% |
| 6M | +5.4% | +106.3% | -100.9% | +6.4% |
| YTD | +12.4% | +222.0% | -209.5% | +15.1% |
| 1Y | -4.4% | +299.5% | -303.9% | -2.0% |
| All | -4.4% | +299.5% | -303.9% | -2.0% |
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