+120.2%
BKR vs IQV
+242.6%
-122.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.2% |
| 7D | -7.0% | -2.2% | -4.8% | -6.2% |
| 30D | -8.1% | +8.3% | -16.4% | -11.1% |
| 3M | -6.6% | +44.6% | -51.2% | -20.8% |
| 6M | +0.9% | +52.6% | -51.7% | -17.5% |
| YTD | +31.1% | +16.1% | +15.0% | +19.3% |
| 1Y | +27.7% | +37.3% | -9.6% | +7.1% |
| 3Y | +71.2% | +21.6% | +49.7% | +44.2% |
| 5Y | +177.6% | +0.5% | +177.1% | +148.3% |
| All | +120.2% | +242.6% | -122.4% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling