+31.2%
IQV vs KRMN
+14.6%
+16.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.3% |
| 7D | -5.3% | -15.1% | +9.9% | -3.9% |
| 30D | +5.5% | -44.5% | +50.0% | +11.1% |
| 3M | +41.2% | -25.0% | +66.3% | +43.7% |
| 6M | +50.5% | -66.5% | +117.1% | +66.1% |
| YTD | +14.1% | -53.0% | +67.1% | +21.7% |
| 1Y | +39.9% | -44.7% | +84.7% | +47.6% |
| All | +31.2% | +14.6% | +16.6% | +22.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling