+131.4%
MKSI vs IOVA
+259.8%
-128.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.7% | -3.6% | +1.8% |
| 7D | +2.7% | -2.2% | +4.9% | +2.8% |
| 30D | -12.8% | +27.6% | -40.4% | -13.9% |
| 3M | -22.5% | +117.2% | -139.7% | -26.4% |
| 6M | +19.4% | +77.7% | -58.3% | +14.2% |
| YTD | +67.7% | +215.0% | -147.3% | +48.0% |
| 1Y | +131.4% | +255.4% | -124.0% | +89.4% |
| All | +131.4% | +259.8% | -128.4% | +89.4% |
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