+171.6%
BKR vs IQV
-0.1%
+171.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | -7.0% | -2.2% | -4.8% | -6.6% |
| 30D | -8.1% | +8.3% | -16.4% | -9.6% |
| 3M | -6.6% | +44.6% | -51.2% | -14.1% |
| 6M | +0.9% | +52.6% | -51.7% | -8.9% |
| YTD | +31.1% | +16.1% | +15.0% | +26.1% |
| 1Y | +27.7% | +37.3% | -9.6% | +17.3% |
| 3Y | +71.2% | +21.6% | +49.7% | +57.6% |
| All | +171.6% | -0.1% | +171.7% | +147.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling