-24.6%
KVUE vs IOVA
+27.9%
-52.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.4% |
| 7D | -7.2% | -2.2% | -5.0% | -7.2% |
| 30D | -5.7% | +31.7% | -37.4% | -6.1% |
| 3M | +0.2% | +117.3% | -117.1% | -1.3% |
| 6M | 0.0% | +55.8% | -55.8% | -1.0% |
| YTD | +6.5% | +208.8% | -202.3% | +4.0% |
| 1Y | -1.4% | +255.7% | -257.1% | -4.1% |
| 3Y | -5.6% | +41.7% | -47.3% | -9.4% |
| All | -24.6% | +27.9% | -52.5% | -27.2% |
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