-50.1%
KVYO vs IOVA
+56.9%
-107.0%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.7% | -4.2% | +0.9% |
| 7D | -12.1% | -2.2% | -9.9% | -11.9% |
| 30D | -5.2% | +27.6% | -32.8% | -7.6% |
| 3M | +14.5% | +117.2% | -102.7% | +3.3% |
| 6M | -17.6% | +77.7% | -95.3% | -24.7% |
| YTD | -49.6% | +215.0% | -264.6% | -57.9% |
| 1Y | -48.6% | +255.4% | -303.9% | -58.2% |
| All | -50.1% | +56.9% | -107.0% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling