+143.8%
BKR vs IQV
+488.0%
-344.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.8% | -6.7% |
| 7D | -6.7% | -5.3% | -1.4% | -4.8% |
| 30D | -8.3% | +5.5% | -13.9% | -10.4% |
| 3M | -5.4% | +41.2% | -46.6% | -18.6% |
| 6M | +0.8% | +50.5% | -49.7% | -16.5% |
| YTD | +31.8% | +14.1% | +17.7% | +21.1% |
| 1Y | +28.6% | +39.9% | -11.4% | +7.6% |
| 3Y | +71.2% | +20.5% | +50.7% | +45.7% |
| 5Y | +179.2% | -1.2% | +180.5% | +152.0% |
| 10Y | +124.0% | +233.9% | -109.9% | +16.5% |
| All | +143.8% | +488.0% | -344.1% | +12.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling