+2.4%
IQV vs KMX
-54.8%
+57.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.3% |
| 7D | -2.2% | -3.1% | +0.9% | -1.3% |
| 30D | +8.3% | +4.4% | +3.9% | +6.9% |
| 3M | +44.6% | +18.9% | +25.7% | +36.3% |
| 6M | +52.6% | +44.3% | +8.3% | +33.8% |
| YTD | +16.1% | +58.7% | -42.6% | -1.3% |
| 1Y | +37.3% | +0.1% | +37.2% | +32.7% |
| 3Y | +21.6% | -24.4% | +46.0% | +25.5% |
| All | +2.4% | -54.8% | +57.2% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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