+18.6%
IQV vs ALK
-10.2%
+28.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -2.0% |
| 7D | -2.5% | -1.2% | -1.3% | -2.3% |
| 30D | +1.2% | +7.7% | -6.5% | +0.2% |
| 3M | +9.8% | -19.0% | +28.8% | +12.9% |
| 6M | +53.8% | -0.2% | +54.0% | +52.1% |
| YTD | +17.6% | -23.5% | +41.1% | +19.4% |
| 1Y | +18.6% | -9.1% | +27.7% | +13.5% |
| All | +18.6% | -10.2% | +28.8% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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