+25.0%
IQV vs KRMN
-59.3%
+84.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -13.5% | +14.0% | +1.8% |
| 7D | -5.5% | -10.0% | +4.6% | -4.6% |
| 30D | -0.9% | +3.5% | -4.3% | -1.6% |
| 3M | +15.6% | -36.7% | +52.3% | +20.3% |
| 6M | +63.9% | -47.7% | +111.6% | +74.0% |
| YTD | +17.0% | -53.3% | +70.3% | +25.5% |
| 1Y | +25.0% | -59.7% | +84.7% | +34.3% |
| All | +25.0% | -59.3% | +84.4% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KRMN.
Daily Out/Under-Performance
Portfolio return minus KRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRMN 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 KRMN 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