-24.5%
KVUE vs IOVA
+30.5%
-55.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.7% | -5.7% | -0.1% |
| 7D | -5.1% | -2.2% | -3.0% | -5.1% |
| 30D | -6.3% | +27.6% | -33.9% | -6.7% |
| 3M | -0.5% | +117.2% | -117.7% | -1.9% |
| 6M | +3.1% | +77.7% | -74.6% | +1.8% |
| YTD | +6.7% | +215.0% | -208.3% | +4.2% |
| 1Y | -1.1% | +255.4% | -256.5% | -3.9% |
| 3Y | -8.7% | +42.6% | -51.4% | -12.4% |
| All | -24.5% | +30.5% | -55.0% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling