+45.5%
IQV vs KRMN
-25.5%
+71.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.3% |
| 7D | +2.3% | -12.3% | +14.6% | +3.8% |
| 30D | +13.4% | -27.5% | +40.9% | +17.5% |
| 3M | +43.3% | -26.5% | +69.8% | +47.6% |
| 6M | +50.5% | -59.6% | +110.1% | +68.7% |
| YTD | +18.8% | -45.4% | +64.2% | +25.8% |
| 1Y | +45.5% | -25.1% | +70.6% | +43.3% |
| All | +45.5% | -25.5% | +71.0% | +43.3% |
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