+8.0%
IQV vs ALK
-33.8%
+41.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +1.7% | +9.0% | -7.4% | -0.8% |
| 30D | +5.3% | -1.6% | +7.0% | +5.3% |
| 3M | +17.0% | -23.2% | +40.1% | +24.2% |
| 6M | +54.0% | -3.9% | +57.9% | +52.3% |
| YTD | +20.6% | -22.6% | +43.2% | +24.7% |
| 1Y | +28.9% | -5.3% | +34.2% | +25.0% |
| 3Y | +37.0% | +18.6% | +18.4% | +13.9% |
| All | +8.0% | -33.8% | +41.8% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling