-20.5%
KVYO vs IOVA
+375.4%
-395.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.2% |
| 7D | +3.9% | -41.3% | +45.2% | +4.8% |
| 30D | +27.9% | -38.5% | +66.4% | +28.9% |
| 3M | +11.8% | +99.5% | -87.7% | +9.2% |
| 6M | -4.9% | +126.0% | -130.9% | -10.7% |
| YTD | -34.2% | +218.7% | -252.9% | -44.9% |
| All | -20.5% | +375.4% | -395.9% | -39.0% |
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